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Pursue Wealth Partners’s MongoDB MDB Stock Holding History

Pursue Wealth Partners’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 		$3.99M Sell
11,451
-3,363
-23% -$1.27M 2.13% 16
2026
Q2 		$4.98M Sell
14,814
-4,750
-24% -$1.42M 2.79% 11
2026
Q1 		$4.79M Buy
19,564
+1,289
+7% +$431K 2.86% 11
2025
Q4 		$7.67M Sell
18,275
-415
-2% -$151K 3.73% 7
2025
Q3 		$5.8M Buy
18,690
+6,396
+52% +$1.64M 3.19% 8
2025
Q2 		$2.58M Sell
12,294
-1,019
-8% -$188K 1.47% 21
2025
Q1 		$2.34M Sell
13,313
-169
-1% -$41.2K 1.42% 22
2024
Q4 		$3.14M Sell
13,482
-958
-7% -$271K 1.8% 19
2024
Q3 		$3.9M Sell
14,440
-8,249
-36% -$2.14M 2.13% 12
2024
Q2 		$5.67M Buy
22,689
+531
+2% +$168K 3.09% 11
2024
Q1 		$7.95M Buy
22,158
+2,289
+12% +$935K 4.68% 4
2023
Q4 		$8.12M Buy
19,869
+623
+3% +$236K 5.25% 2
2023
Q3 		$6.66M Buy
19,246
+942
+5% +$358K 4.71% 3
2023
Q2 		$7.52M Buy
18,304
+2,817
+18% +$822K 4.72% 3
2023
Q1 		$3.61M Buy
15,487
+2,825
+22% +$593K 2.47% 8
2022
Q4 		$2.49M Sell
12,662
-1,622
-11% -$289K 1.93% 15
2022
Q3 		$2.84M Buy
14,284
+7,709
+117% +$2.25M 2.04% 13
2022
Q2 		$1.71M Buy
+6,575
New +$2.06M 1.09% 34

Other funds holding MDB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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

Pursue Wealth Partners's MDB Position: Q3 2026 in Review

Pursue Wealth Partners reduced its MongoDB (MDB) stake by 23% in Q3 2026, selling an estimated $1.27M and leaving 11,451 shares worth $3.99M. The position accounts for 2.13% of the portfolio, ranked #16.

Pursue Wealth Partners first reported a position in MDB in Q2 2022 and has held it in 18 quarters since. The position peaked at $8.12M in Q4 2023. 747 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Pursue Wealth Partners held 11,451 shares of MongoDB worth $3.99M as of Q3 2026.
  • Pursue Wealth Partners sold 3,363 MongoDB shares in Q3 2026, an estimated $1.27M.
  • MongoDB made up 2.13% of Pursue Wealth Partners's portfolio in Q3 2026, its #16 holding.
  • Pursue Wealth Partners first reported a position in MongoDB in Q2 2022 and has held it in 18 quarters since.
  • Pursue Wealth Partners's MongoDB position peaked at $8.12M in Q4 2023.
  • 747 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Pursue Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.