PWM
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Parkworth Wealth Management’s MongoDB MDB Stock Holding History

Parkworth 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
2025
Q2 		$630 Buy
+3
New +$555 ﹤0.01% 562
2025
Q1 		– Sell
-1
Closed -$233 – 1266
2024
Q4 		$233 Buy
+1
New +$282 ﹤0.01% 706

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Parkworth Wealth Management's MDB Position: Q2 2025 in Review

Parkworth Wealth Management opened a new position in MongoDB (MDB) in Q2 2025: 3 shares worth $630. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings. This is a return to the name: Parkworth Wealth Management previously reported a position in MDB as recently as Q4 2024.

Parkworth Wealth Management first reported a position in MDB in Q4 2024 and has held it in 2 quarters since. 692 funds tracked by Wall St. Rank hold MDB as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of MongoDB worth $630 as of Q2 2025.
  • MongoDB was a new Parkworth Wealth Management position in Q2 2025.
  • MongoDB made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #562 holding.
  • Parkworth Wealth Management first reported a position in MongoDB in Q4 2024 and has held it in 2 quarters since.
  • 692 funds tracked by Wall St. Rank held MongoDB as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.