Wealth Enhancement Advisory Services
MDB icon

Wealth Enhancement Advisory Services’s MongoDB MDB Stock Holding History

Wealth Enhancement Advisory Services’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 		$15.2M Buy
43,890
+2,046
+5% +$772K 0.02% 575
2026
Q2 		$13.6M Buy
41,844
+3,563
+9% +$1.07M 0.02% 559
2026
Q1 		$9.2M Buy
38,281
+10,966
+40% +$3.67M 0.02% 627
2025
Q4 		$11.9M Buy
27,315
+1,068
+4% +$389K 0.02% 638
2025
Q3 		$8.36M Buy
26,247
+4,644
+21% +$1.19M 0.01% 731
2025
Q2 		$4.57M Buy
21,603
+192
+0.9% +$35.5K 0.01% 937
2025
Q1 		$3.76M Sell
21,411
-470
-2% -$115K 0.01% 935
2024
Q4 		$5.09M Sell
21,881
-408
-2% -$115K 0.01% 794
2024
Q3 		$6.03M Sell
22,289
-1,911
-8% -$496K 0.01% 674
2024
Q2 		$6.05M Sell
24,200
-2,150
-8% -$679K 0.01% 638
2024
Q1 		$9.45M Sell
26,350
-1,143
-4% -$467K 0.02% 493
2023
Q4 		$11.2M Sell
27,493
-649
-2% -$246K 0.03% 405
2023
Q3 		$9.7M Buy
+28,142
New +$10.7M 0.03% 421

Other funds holding MDB

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's MDB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its MongoDB (MDB) stake by 4.9% in Q3 2026, buying an estimated $772K and bringing the position to 43,890 shares worth $15.2M. The position accounts for 0.02% of the portfolio, ranked #575.

Wealth Enhancement Advisory Services first reported a position in MDB in Q3 2023 and has held it in 13 quarters since. 251 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 43,890 shares of MongoDB worth $15.2M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,046 MongoDB shares in Q3 2026, an estimated $772K.
  • MongoDB made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #575 holding.
  • Wealth Enhancement Advisory Services first reported a position in MongoDB in Q3 2023 and has held it in 13 quarters since.
  • 251 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.