Private Advisory Group’s MongoDB MDB Stock Holding History

Private Advisory 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	$1.04M	Buy	+2,980	New	+$1.13M	0.06%	186

Other funds holding MDB

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

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

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Private Advisory Group's MDB Position: Q3 2026 in Review

Private Advisory Group opened a new position in MongoDB (MDB) in Q3 2026: 2,980 shares worth $1.04M. The stake represents 0.06% of the portfolio and ranks #186 among its holdings.

522 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

Private Advisory Group held 2,980 shares of MongoDB worth $1.04M as of Q3 2026.
MongoDB was a new Private Advisory Group position in Q3 2026.
MongoDB made up 0.06% of Private Advisory Group's portfolio in Q3 2026, its #186 holding.
522 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.