Cornerstone Planning Group
MDB icon

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
Q3 		– Sell
-96
Closed -$29.3K – 1066
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cornerstone Planning Group's MDB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of MongoDB (MDB) in Q3 2026, closing a stake of 96 shares — an estimated $29.3K sold.

Cornerstone Planning Group first reported a position in MDB in Q2 2023 and held it in 13 quarters. The position peaked at $29.3K in Q2 2026. 172 funds tracked by Wall St. Rank hold MDB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining MongoDB position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 96 MongoDB shares in Q3 2026, an estimated $29.3K.
  • Cornerstone Planning Group first reported a position in MongoDB in Q2 2023 and held it in 13 quarters.
  • Cornerstone Planning Group's MongoDB position peaked at $29.3K in Q2 2026.
  • 172 funds tracked by Wall St. Rank held MongoDB as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.