JWS
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Juncture Wealth Strategies’s MongoDB MDB Stock Holding History

Juncture Wealth Strategies’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$241K Buy
+718
New +$215K 0.06% 164

Other funds holding MDB

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return

Juncture Wealth Strategies's MDB Position: Q2 2026 in Review

Juncture Wealth Strategies opened a new position in MongoDB (MDB) in Q2 2026: 718 shares worth $241K. The stake represents 0.06% of the portfolio and ranks #164 among its holdings.

95 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Juncture Wealth Strategies held 718 shares of MongoDB worth $241K as of Q2 2026.
  • MongoDB was a new Juncture Wealth Strategies position in Q2 2026.
  • MongoDB made up 0.06% of Juncture Wealth Strategies's portfolio in Q2 2026, its #164 holding.
  • 95 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.