Mission Wealth Management
MDB icon

Mission Wealth Management’s MongoDB MDB Stock Holding History

Mission Wealth Management’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 		$693K Sell
1,987
-640
-24% -$242K 0.01% 455
2026
Q2 		$882K Buy
2,627
+599
+30% +$180K 0.01% 514
2026
Q1 		$496K Buy
2,028
+89
+5% +$29.8K 0.01% 490
2025
Q4 		$814K Buy
+1,939
New +$705K 0.02% 382

Other funds holding MDB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Mission Wealth Management's MDB Position: Q3 2026 in Review

Mission Wealth Management reduced its MongoDB (MDB) stake by 24% in Q3 2026, selling an estimated $242K and leaving 1,987 shares worth $693K. The position accounts for 0.01% of the portfolio, ranked #455.

Mission Wealth Management first reported a position in MDB in Q4 2025 and has held it in 4 quarters since. The position peaked at $882K in Q2 2026. 747 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Mission Wealth Management held 1,987 shares of MongoDB worth $693K as of Q3 2026.
  • Mission Wealth Management sold 640 MongoDB shares in Q3 2026, an estimated $242K.
  • MongoDB made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #455 holding.
  • Mission Wealth Management first reported a position in MongoDB in Q4 2025 and has held it in 4 quarters since.
  • Mission Wealth Management's MongoDB position peaked at $882K in Q2 2026.
  • 747 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.