Parcion Private Wealth’s MongoDB MDB Stock Holding History

Parcion Private Wealth’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	$328K	Sell	976 -64	-6%	-$19.2K	0.02%	361
2026 Q1	$255K	Buy	1,040 +354	+52%	+$118K	0.02%	368
2025 Q4	$288K	Buy	+686	New	+$250K	0.02%	331

Other funds holding MDB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Parcion Private Wealth's MDB Position: Q2 2026 in Review

Parcion Private Wealth reduced its MongoDB (MDB) stake by 6.2% in Q2 2026, selling an estimated $19.2K and leaving 976 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #361.

Parcion Private Wealth first reported a position in MDB in Q4 2025 and has held it in 3 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Parcion Private Wealth held 976 shares of MongoDB worth $328K as of Q2 2026.
Parcion Private Wealth sold 64 MongoDB shares in Q2 2026, an estimated $19.2K.
MongoDB made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #361 holding.
Parcion Private Wealth first reported a position in MongoDB in Q4 2025 and has held it in 3 quarters since.
870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.