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James T. Borello RIA’s MongoDB MDB Stock Holding History

James T. Borello RIA’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 		$5.23K Hold
15
– – ﹤0.01% 770
2026
Q2 		$5.04K Sell
15
-4
-21% -$1.2K ﹤0.01% 783
2026
Q1 		$4.65K Buy
19
+4
+27% +$1.34K ﹤0.01% 777
2025
Q4 		$6.3K Buy
15
+1
+7% +$364 ﹤0.01% 516
2025
Q3 		$4.34K Buy
+14
New +$3.6K ﹤0.01% 493

Other funds holding MDB

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

James T. Borello RIA's MDB Position: Q3 2026 in Review

James T. Borello RIA held its MongoDB (MDB) position steady in Q3 2026 at 15 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

James T. Borello RIA first reported a position in MDB in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.3K in Q4 2025. 101 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • James T. Borello RIA held 15 shares of MongoDB worth $5.23K as of Q3 2026.
  • James T. Borello RIA left its MongoDB share count unchanged in Q3 2026.
  • MongoDB made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #770 holding.
  • James T. Borello RIA first reported a position in MongoDB in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's MongoDB position peaked at $6.3K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.