PWM
MDB icon

Palumbo Wealth Management’s MongoDB MDB Stock Holding History

Palumbo 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 		$426K Buy
1,267
+19
+2% +$5.7K 0.09% 159
2026
Q1 		$305K Buy
1,248
+253
+25% +$84.6K 0.07% 168
2025
Q4 		$418K Buy
995
+85
+9% +$30.9K 0.1% 139
2025
Q3 		$282K Buy
+910
New +$234K 0.09% 137

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

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

Palumbo Wealth Management increased its MongoDB (MDB) stake by 1.5% in Q2 2026, buying an estimated $5.7K and bringing the position to 1,267 shares worth $426K. The position accounts for 0.09% of the portfolio, ranked #159.

Palumbo Wealth Management first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Palumbo Wealth Management held 1,267 shares of MongoDB worth $426K as of Q2 2026.
  • Palumbo Wealth Management bought 19 MongoDB shares in Q2 2026, an estimated $5.7K.
  • MongoDB made up 0.09% of Palumbo Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Palumbo Wealth Management first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
  • 867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.