Physician Wealth Advisors
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Physician Wealth Advisors’s MongoDB MDB Stock Holding History

Physician Wealth Advisors’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 		$14.6K Sell
42
-4
-9% -$1.51K ﹤0.01% 788
2026
Q2 		$15.5K Buy
46
+13
+39% +$3.9K ﹤0.01% 752
2026
Q1 		$8.08K Sell
33
-15
-31% -$5.02K ﹤0.01% 861
2025
Q4 		$20.1K Buy
48
+17
+55% +$6.18K ﹤0.01% 583
2025
Q3 		$9.6K Buy
31
+25
+417% +$6.43K ﹤0.01% 750
2025
Q2 		$1.26K Buy
6
+1
+20% +$185 ﹤0.01% 1245
2025
Q1 		$877 Buy
+5
New +$1.22K ﹤0.01% 1179

Other funds holding MDB

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Physician Wealth Advisors's MDB Position: Q3 2026 in Review

Physician Wealth Advisors reduced its MongoDB (MDB) stake by 8.7% in Q3 2026, selling an estimated $1.51K and leaving 42 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Physician Wealth Advisors first reported a position in MDB in Q1 2025 and has held it in 7 quarters since. The position peaked at $20.1K in Q4 2025. 634 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Physician Wealth Advisors held 42 shares of MongoDB worth $14.6K as of Q3 2026.
  • Physician Wealth Advisors sold 4 MongoDB shares in Q3 2026, an estimated $1.51K.
  • MongoDB made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #788 holding.
  • Physician Wealth Advisors first reported a position in MongoDB in Q1 2025 and has held it in 7 quarters since.
  • Physician Wealth Advisors's MongoDB position peaked at $20.1K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.