WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in MDB — MongoDB, Inc.

CIK 1632972 PLYMOUTH, MN

Position in MDB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$14,055,399

+$4,685,359 QoQ

Shares Held

41,844

+9.3% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#179

of 867 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 11% Shared 0% None 89%

Technology · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,642,495,814 across 78 Software - Infrastructure names. MDB ranks #11 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	2,702,786	$1,008,193,233
2	PANW	Palo Alto Networks Inc	339,398	$115,741,505
3	ORCL	Oracle Corp	694,940	$101,843,457
4	CRWD	CrowdStrike Holdings, Inc.	1,507,496	$71,901,906
5	PLTR	Palantir Technologies Inc.	492,831	$57,498,592
6	FTNT	Fortinet, Inc.	274,918	$42,232,903
7	VRSN	Verisign Inc/Ca	150,834	$37,943,801
8	AKAM	Akamai Technologies Inc	145,054	$17,146,833

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,055,399	41,844	+9.3%	Shares	Sole	2026-07-15
2026-03-31	$9,370,040	38,281	+40.1%	Shares	Sole	2026-04-08
2025-12-31	$11,463,832	27,315	+4.1%	Shares	Sole	2026-01-08
2025-09-30	$8,146,543	26,247	+21.5%	Shares	Sole	2025-10-29
2025-06-30	$4,536,413	21,603	+0.9%	Shares	Sole	2025-07-10
2025-03-31	$3,755,489	21,411	-2.1%	Shares	Sole	2025-04-16
2024-12-31	$5,094,115	21,881	-1.8%	Shares	Sole	2025-03-17
2024-09-30	$6,025,831	22,289	-7.9%	Shares	Sole	2024-10-24
2024-06-30	$6,049,032	24,200	-8.2%	Shares	Sole	2024-07-16
2024-03-31	$9,450,164	26,350	-4.2%	Shares	Sole	2024-04-15
2023-12-31	$11,240,513	27,493	-2.3%	Shares	Sole	2024-01-30
2023-09-30	$9,733,192	28,142	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.