McCarter Private Wealth Services’s MongoDB MDB Stock Holding History

McCarter Private Wealth Services’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 Q3	$384K	Buy	+1,101	New	+$416K	0.13%	125

Other funds holding MDB

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

McCarter Private Wealth Services's MDB Position: Q3 2026 in Review

McCarter Private Wealth Services opened a new position in MongoDB (MDB) in Q3 2026: 1,101 shares worth $384K. The stake represents 0.13% of the portfolio and ranks #125 among its holdings.

172 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

McCarter Private Wealth Services held 1,101 shares of MongoDB worth $384K as of Q3 2026.
MongoDB was a new McCarter Private Wealth Services position in Q3 2026.
MongoDB made up 0.13% of McCarter Private Wealth Services's portfolio in Q3 2026, its #125 holding.
172 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.