Position in MDB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$313,394
+$102,158 QoQ
Shares Held
933
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#616
of 867 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Ascent Wealth Partners, LLC holds $53,540,384 across 6 Software - Infrastructure names. MDB ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,904 | $22,718,410 | |
| 2 | PANW |
Palo Alto Networks Inc
|
42,881 | $14,623,278 | |
| 3 | ORCL |
Oracle Corp
|
40,739 | $5,970,300 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
28,948 | $5,522,844 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
37,646 | $4,392,158 | |
| 6 | MDB |
MongoDB, Inc.
This page
|
933 | $313,394 |
All Filings in MDB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,394 | 933 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $211,236 | 863 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $308,472 | 735 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||