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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return