Planning Strategies Inc.’s MongoDB MDB Stock Holding History

Planning Strategies Inc.’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	$1.01K	Buy	+3	New	+$900	﹤0.01%	742

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

Planning Strategies Inc.'s MDB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in MongoDB (MDB) in Q2 2026: 3 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings.

243 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Planning Strategies Inc. held 3 shares of MongoDB worth $1.01K as of Q2 2026.
MongoDB was a new Planning Strategies Inc. position in Q2 2026.
MongoDB made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #742 holding.
243 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.