PWM
MDB icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
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 $62.3B AUM 26.25% 1-Year Est. Return

Palacios Wealth Management's MDB Position: Q1 2026 in Review

Palacios Wealth Management reduced its MongoDB (MDB) stake by 11% in Q1 2026, selling an estimated $99.7K and leaving 2,465 shares worth $618K. The position accounts for 0.39% of the portfolio, ranked #37.

Palacios Wealth Management first reported a position in MDB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Palacios Wealth Management held 2,465 shares of MongoDB worth $618K as of Q1 2026.
  • Palacios Wealth Management sold 298 MongoDB shares in Q1 2026, an estimated $99.7K.
  • MongoDB made up 0.39% of Palacios Wealth Management's portfolio in Q1 2026, its #37 holding.
  • Palacios Wealth Management first reported a position in MongoDB in Q4 2024 and has held it in 6 quarters since.
  • Palacios Wealth Management's MongoDB position peaked at $1.16M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.