Smallwood Wealth Investment Management’s MongoDB MDB Stock Holding History

Smallwood Wealth Investment Management’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 Q2	$33.6K	Buy	+100	New	+$30K	0.01%	229

Other funds holding MDB

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Smallwood Wealth Investment Management's MDB Position: Q2 2026 in Review

Smallwood Wealth Investment Management opened a new position in MongoDB (MDB) in Q2 2026: 100 shares worth $33.6K. The stake represents 0.01% of the portfolio and ranks #229 among its holdings.

260 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Smallwood Wealth Investment Management held 100 shares of MongoDB worth $33.6K as of Q2 2026.
MongoDB was a new Smallwood Wealth Investment Management position in Q2 2026.
MongoDB made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #229 holding.
260 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.