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 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	$3.29M	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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Xcel Wealth Management's MDB Position: Q2 2026 in Review

Xcel Wealth Management reduced its MongoDB (MDB) stake by 22% in Q2 2026, selling an estimated $195K and leaving 2,295 shares worth $771K. The position accounts for 0.18% of the portfolio, ranked #87.

Xcel Wealth Management first reported a position in MDB in Q1 2019 and has held it in 30 quarters since. The position peaked at $4.53M in Q4 2020. 243 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Xcel Wealth Management held 2,295 shares of MongoDB worth $771K as of Q2 2026.
Xcel Wealth Management sold 650 MongoDB shares in Q2 2026, an estimated $195K.
MongoDB made up 0.18% of Xcel Wealth Management's portfolio in Q2 2026, its #87 holding.
Xcel Wealth Management first reported a position in MongoDB in Q1 2019 and has held it in 30 quarters since.
Xcel Wealth Management's MongoDB position peaked at $4.53M in Q4 2020.
243 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.