Retirement Wealth Solutions
MDB icon

Retirement Wealth Solutions’s MongoDB MDB Stock Holding History

Retirement Wealth Solutions’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% 729
2026
Q2 		$1.01K Buy
3
+1
+50% +$300 ﹤0.01% 647
2026
Q1 		$490 Buy
+2
New +$669 ﹤0.01% 725

Other funds holding MDB

Congress Asset Management
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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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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

Retirement Wealth Solutions's MDB Position: Q3 2026 in Review

Retirement Wealth Solutions 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 #729.

Retirement Wealth Solutions first reported a position in MDB in Q1 2026 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Retirement Wealth Solutions held 3 shares of MongoDB worth $1.05K as of Q3 2026.
  • Retirement Wealth Solutions left its MongoDB share count unchanged in Q3 2026.
  • MongoDB made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #729 holding.
  • Retirement Wealth Solutions first reported a position in MongoDB in Q1 2026 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.