Portside Wealth Group
MDB icon

Portside Wealth Group’s MongoDB MDB Stock Holding History

Portside Wealth Group’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 		$292K Sell
838
-5
-0.6% -$1.89K 0.03% 413
2026
Q2 		$283K Buy
+843
New +$253K 0.03% 417
2026
Q1 		– Sell
-626
Closed -$263K – 502
2025
Q4 		$263K Buy
+626
New +$228K 0.04% 397

Other funds holding MDB

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Portside Wealth Group's MDB Position: Q3 2026 in Review

Portside Wealth Group reduced its MongoDB (MDB) stake by 0.59% in Q3 2026, selling an estimated $1.89K and leaving 838 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #413.

Portside Wealth Group first reported a position in MDB in Q4 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Portside Wealth Group held 838 shares of MongoDB worth $292K as of Q3 2026.
  • Portside Wealth Group sold 5 MongoDB shares in Q3 2026, an estimated $1.89K.
  • MongoDB made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #413 holding.
  • Portside Wealth Group first reported a position in MongoDB in Q4 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

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