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Cornerstone Planning Group’s MongoDB MDB Stock Holding History

Cornerstone Planning Group’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 		$29.3K Buy
96
+29
+43% +$8.7K ﹤0.01% 557
2026
Q1 		$17.9K Buy
67
+1
+2% +$334 ﹤0.01% 709
2025
Q4 		$27.1K Buy
66
+61
+1,220% +$22.2K ﹤0.01% 511
2025
Q3 		$1.74K Hold
5
– – ﹤0.01% 1196
2025
Q2 		$1.14K Sell
5
-25
-83% -$4.62K ﹤0.01% 1083
2025
Q1 		$4.88K Buy
30
+7
+30% +$1.71K ﹤0.01% 742
2024
Q4 		$6.08K Sell
23
-2
-8% -$565 ﹤0.01% 538
2024
Q3 		$6.88K Sell
25
-11
-31% -$2.86K ﹤0.01% 498
2024
Q2 		$7.97K Sell
36
-5
-12% -$1.58K ﹤0.01% 488
2024
Q1 		$14.9K Buy
41
+7
+21% +$2.86K ﹤0.01% 338
2023
Q4 		$13.9K Sell
34
-3
-8% -$1.14K ﹤0.01% 372
2023
Q3 		$12.8K Buy
37
+1
+3% +$380 ﹤0.01% 378
2023
Q2 		$14.8K Buy
+36
New +$10.5K 0.01% 520

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 Planning Group's MDB Position: Q2 2026 in Review

Cornerstone Planning Group increased its MongoDB (MDB) stake by 43% in Q2 2026, buying an estimated $8.7K and bringing the position to 96 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Cornerstone Planning Group first reported a position in MDB in Q2 2023 and has held it in 13 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Cornerstone Planning Group held 96 shares of MongoDB worth $29.3K as of Q2 2026.
  • Cornerstone Planning Group bought 29 MongoDB shares in Q2 2026, an estimated $8.7K.
  • MongoDB made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #557 holding.
  • Cornerstone Planning Group first reported a position in MongoDB in Q2 2023 and has held it in 13 quarters since.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.