Xcel Wealth Management
MDB icon

Xcel Wealth Management’s MongoDB MDB Stock Holding History

Xcel Wealth Management’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 		$765K Sell
2,195
-100
-4% -$37.8K 0.19% 84
2026
Q2 		$771K Sell
2,295
-650
-22% -$195K 0.18% 87
2026
Q1 		$721K Sell
2,945
-1,600
-35% -$535K 0.2% 87
2025
Q4 		$1.91M Sell
4,545
-100
-2% -$36.4K 0.49% 52
2025
Q3 		$1.44M Sell
4,645
-30
-0.6% -$7.71K 0.37% 60
2025
Q2 		$982K Sell
4,675
-300
-6% -$55.5K 0.28% 66
2025
Q1 		$873K Hold
4,975
– – 0.27% 66
2024
Q4 		$1.16M Hold
4,975
– – 0.32% 57
2024
Q3 		$1.34M Sell
4,975
-25
-0.5% -$6.5K 0.39% 52
2024
Q2 		$1.25M Hold
5,000
– – 0.39% 51
2024
Q1 		$1.79M Sell
5,000
-35
-0.7% -$14.3K 0.56% 42
2023
Q4 		$2.06M Sell
5,035
-155
-3% -$58.8K 0.72% 37
2023
Q3 		$1.8M Sell
5,190
-794
-13% -$301K 0.71% 39
2023
Q2 		$2.46M Sell
5,984
-4
-0.1% -$1.17K 0.78% 35
2023
Q1 		$1.4M Buy
5,988
+79
+1% +$16.6K 0.49% 50
2022
Q4 		$1.16M Sell
5,909
-865
-13% -$154K 0.46% 49
2022
Q3 		$1.34M Sell
6,774
-653
-9% -$191K 0.5% 50
2022
Q2 		$1.93M Hold
7,427
– – 0.7% 41
2022
Q1 		$3.3M Sell
7,427
-350
-5% -$137K 0.9% 34
2021
Q4 		$4.12M Sell
7,777
-685
-8% -$351K 1.06% 27
2021
Q3 		$3.99M Sell
8,462
-105
-1% -$42.3K 1.16% 27
2021
Q2 		$3.1M Sell
8,567
-2,100
-20% -$649K 0.93% 32
2021
Q1 		$2.85M Sell
10,667
-1,960
-16% -$694K 1.02% 31
2020
Q4 		$4.53M Sell
12,627
-351
-3% -$98K 1.96% 17
2020
Q3 		$3M Sell
12,978
-1,940
-13% -$421K 1.54% 20
2020
Q2 		$3.38M Sell
14,918
-362
-2% -$67K 2.09% 14
2020
Q1 		$2.09M Sell
15,280
-2,718
-15% -$401K 1.88% 21
2019
Q4 		$2.37M Buy
17,998
+3,665
+26% +$481K 1.97% 17
2019
Q3 		$1.73M Buy
14,333
+6,165
+75% +$890K 1.6% 21
2019
Q2 		$1.24M Buy
8,168
+3,160
+63% +$459K 1.22% 25
2019
Q1 		$736K Buy
+5,008
New +$514K 0.76% 39

Other funds holding MDB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Xcel Wealth Management's MDB Position: Q3 2026 in Review

Xcel Wealth Management reduced its MongoDB (MDB) stake by 4.4% in Q3 2026, selling an estimated $37.8K and leaving 2,195 shares worth $765K. The position accounts for 0.19% of the portfolio, ranked #84.

Xcel Wealth Management first reported a position in MDB in Q1 2019 and has held it in 31 quarters since. The position peaked at $4.53M in Q4 2020. 468 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Xcel Wealth Management held 2,195 shares of MongoDB worth $765K as of Q3 2026.
  • Xcel Wealth Management sold 100 MongoDB shares in Q3 2026, an estimated $37.8K.
  • MongoDB made up 0.19% of Xcel Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Xcel Wealth Management first reported a position in MongoDB in Q1 2019 and has held it in 31 quarters since.
  • Xcel Wealth Management's MongoDB position peaked at $4.53M in Q4 2020.
  • 468 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.