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Palacios Wealth Management’s MongoDB MDB Stock Holding History

Palacios Wealth 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 		$837K Buy
2,493
+28
+1% +$8.4K 0.49% 35
2026
Q1 		$618K Sell
2,465
-298
-11% -$99.7K 0.39% 37
2025
Q4 		$1.16M Sell
2,763
-26
-0.9% -$9.46K 0.89% 23
2025
Q3 		$866K Sell
2,789
-141
-5% -$36.2K 0.57% 30
2025
Q2 		$615K Buy
2,930
+605
+26% +$112K 0.51% 36
2025
Q1 		$408K Sell
2,325
-90
-4% -$21.9K 0.3% 39
2024
Q4 		$598K Buy
+2,415
New +$682K 0.65% 30

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

Palacios Wealth Management's MDB Position: Q2 2026 in Review

Palacios Wealth Management increased its MongoDB (MDB) stake by 1.1% in Q2 2026, buying an estimated $8.4K and bringing the position to 2,493 shares worth $837K. The position accounts for 0.49% of the portfolio, ranked #35.

Palacios Wealth Management first reported a position in MDB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.16M in Q4 2025. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Palacios Wealth Management held 2,493 shares of MongoDB worth $837K as of Q2 2026.
  • Palacios Wealth Management bought 28 MongoDB shares in Q2 2026, an estimated $8.4K.
  • MongoDB made up 0.49% of Palacios Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Palacios Wealth Management first reported a position in MongoDB in Q4 2024 and has held it in 7 quarters since.
  • Palacios Wealth Management's MongoDB position peaked at $1.16M in Q4 2025.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.