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Cornerstone Financial Management’s MongoDB MDB Stock Holding History

Cornerstone Financial Management’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 		$10.4K Buy
31
+12
+63% +$3.6K 0.01% 462
2026
Q1 		$4.65K Buy
19
+4
+27% +$1.34K ﹤0.01% 499
2025
Q4 		$6.29K Buy
+15
New +$5.46K 0.01% 374

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

Cornerstone Financial Management's MDB Position: Q2 2026 in Review

Cornerstone Financial Management increased its MongoDB (MDB) stake by 63% in Q2 2026, buying an estimated $3.6K and bringing the position to 31 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #462.

Cornerstone Financial Management first reported a position in MDB in Q4 2025 and has held it in 3 quarters since. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Cornerstone Financial Management held 31 shares of MongoDB worth $10.4K as of Q2 2026.
  • Cornerstone Financial Management bought 12 MongoDB shares in Q2 2026, an estimated $3.6K.
  • MongoDB made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #462 holding.
  • Cornerstone Financial Management first reported a position in MongoDB in Q4 2025 and has held it in 3 quarters since.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.