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MJT & Associates Financial Advisory’s MongoDB MDB Stock Holding History

MJT & Associates Financial Advisory’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 		$10.8K Buy
31
+2
+7% +$755 0.01% 185
2026
Q2 		$9.74K Sell
29
-2
-6% -$600 0.01% 206
2026
Q1 		$7.59K Buy
+31
New +$10.4K 0.01% 211

Other funds holding MDB

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

MJT & Associates Financial Advisory's MDB Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its MongoDB (MDB) stake by 6.9% in Q3 2026, buying an estimated $755 and bringing the position to 31 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #185.

MJT & Associates Financial Advisory first reported a position in MDB in Q1 2026 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • MJT & Associates Financial Advisory held 31 shares of MongoDB worth $10.8K as of Q3 2026.
  • MJT & Associates Financial Advisory bought 2 MongoDB shares in Q3 2026, an estimated $755.
  • MongoDB made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #185 holding.
  • MJT & Associates Financial Advisory first reported a position in MongoDB in Q1 2026 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.