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Wealth Enhancement Trust Services’s MongoDB MDB Stock Holding History

Wealth Enhancement Trust 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 		$60.5K Hold
180
– – 0.01% 456
2026
Q1 		$44.1K Buy
180
+110
+157% +$36.8K 0.01% 477
2025
Q4 		$29.4K Buy
+70
New +$25.5K ﹤0.01% 485

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its MongoDB (MDB) position steady in Q2 2026 at 180 shares worth $60.5K. The position accounts for 0.01% of the portfolio, ranked #456.

Wealth Enhancement Trust Services first reported a position in MDB in Q4 2025 and has held it in 3 quarters since. 603 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Wealth Enhancement Trust Services held 180 shares of MongoDB worth $60.5K as of Q2 2026.
  • Wealth Enhancement Trust Services left its MongoDB share count unchanged in Q2 2026.
  • MongoDB made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #456 holding.
  • Wealth Enhancement Trust Services first reported a position in MongoDB in Q4 2025 and has held it in 3 quarters since.
  • 603 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

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