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True Wealth Design’s MongoDB MDB Stock Holding History

True Wealth Design’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 		$187K Buy
535
+11
+2% +$4.15K 0.04% 136
2026
Q2 		$176K Sell
524
-6
-1% -$1.8K 0.04% 137
2026
Q1 		$130K Buy
530
+111
+26% +$37.1K 0.04% 159
2025
Q4 		$176K Buy
419
+36
+9% +$13.1K 0.05% 95
2025
Q3 		$119K Buy
383
+176
+85% +$45.2K 0.04% 130
2025
Q2 		$43.5K Buy
207
+191
+1,194% +$35.3K 0.02% 221
2025
Q1 		$2.81K Buy
16
+15
+1,500% +$3.66K ﹤0.01% 890
2024
Q4 		$233 Buy
+1
New +$282 ﹤0.01% 1198
2023
Q3 		– Sell
-1
Closed -$411 – 800
2023
Q2 		$411 Hold
1
– – ﹤0.01% 495
2023
Q1 		$234 Buy
+1
New +$210 ﹤0.01% 704

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
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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

True Wealth Design's MDB Position: Q3 2026 in Review

True Wealth Design increased its MongoDB (MDB) stake by 2.1% in Q3 2026, buying an estimated $4.15K and bringing the position to 535 shares worth $187K. The position accounts for 0.04% of the portfolio, ranked #136.

True Wealth Design first reported a position in MDB in Q1 2023 and has held it in 10 quarters since. 111 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • True Wealth Design held 535 shares of MongoDB worth $187K as of Q3 2026.
  • True Wealth Design bought 11 MongoDB shares in Q3 2026, an estimated $4.15K.
  • MongoDB made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #136 holding.
  • True Wealth Design first reported a position in MongoDB in Q1 2023 and has held it in 10 quarters since.
  • 111 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.