Wealth Enhancement Advisory Services
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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
Q2 		$13.6M Buy
41,844
+3,563
+9% +$1.07M 0.02% 558
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 		$9.73M Buy
+28,142
New +$10.7M 0.03% 421

Other funds holding MDB

Swedbank
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Wealth Enhancement Advisory Services's MDB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its MongoDB (MDB) stake by 9.3% in Q2 2026, buying an estimated $1.07M and bringing the position to 41,844 shares worth $13.6M. The position accounts for 0.02% of the portfolio, ranked #558.

Wealth Enhancement Advisory Services first reported a position in MDB in Q3 2023 and has held it in 12 quarters since. 111 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 41,844 shares of MongoDB worth $13.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,563 MongoDB shares in Q2 2026, an estimated $1.07M.
  • MongoDB made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #558 holding.
  • Wealth Enhancement Advisory Services first reported a position in MongoDB in Q3 2023 and has held it in 12 quarters since.
  • 111 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.