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Action Point Financial Planning’s MongoDB MDB Stock Holding History

Action Point Financial Planning’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 		$12.1K Buy
+38
New +$11.4K ﹤0.01% 1374

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Action Point Financial Planning's MDB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in MongoDB (MDB) in Q2 2026: 38 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #1374 among its holdings.

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

  • Action Point Financial Planning held 38 shares of MongoDB worth $12.1K as of Q2 2026.
  • MongoDB was a new Action Point Financial Planning position in Q2 2026.
  • MongoDB made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1374 holding.
  • 866 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.