VestGen Advisors
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VestGen Advisors’s MongoDB MDB Stock Holding History

VestGen Advisors’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 		$372K Buy
1,068
+463
+77% +$175K 0.01% 707
2026
Q2 		$203K Sell
605
-220
-27% -$66K 0.01% 1032
2026
Q1 		$255K Buy
+825
New +$276K 0.01% 910

Other funds holding MDB

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
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
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

VestGen Advisors's MDB Position: Q3 2026 in Review

VestGen Advisors increased its MongoDB (MDB) stake by 77% in Q3 2026, buying an estimated $175K and bringing the position to 1,068 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #707.

VestGen Advisors first reported a position in MDB in Q1 2026 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • VestGen Advisors held 1,068 shares of MongoDB worth $372K as of Q3 2026.
  • VestGen Advisors bought 463 MongoDB shares in Q3 2026, an estimated $175K.
  • MongoDB made up 0.01% of VestGen Advisors's portfolio in Q3 2026, its #707 holding.
  • VestGen Advisors first reported a position in MongoDB in Q1 2026 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.