Planning Strategies’s MongoDB MDB Stock Holding History

Planning 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 Q3	$1.05K	Hold	3	–	–	﹤0.01%	781
2026 Q2	$1.01K	Buy	+3	New	+$900	﹤0.01%	742

Other funds holding MDB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Planning Strategies's MDB Position: Q3 2026 in Review

Planning Strategies held its MongoDB (MDB) position steady in Q3 2026 at 3 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Planning Strategies first reported a position in MDB in Q2 2026 and has held it in 2 quarters since. 747 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

Planning Strategies held 3 shares of MongoDB worth $1.05K as of Q3 2026.
Planning Strategies left its MongoDB share count unchanged in Q3 2026.
MongoDB made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #781 holding.
Planning Strategies first reported a position in MongoDB in Q2 2026 and has held it in 2 quarters since.
747 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.