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Pinnacle Wealth Planning Services’s MongoDB MDB Stock Holding History

Pinnacle Wealth Planning Services’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 		$60.5K Sell
180
-4
-2% -$1.2K 0.01% 1145
2026
Q1 		$45K Sell
184
-3
-2% -$1K ﹤0.01% 1260
2025
Q4 		$78.5K Buy
+187
New +$68K 0.01% 920

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

Pinnacle Wealth Planning Services's MDB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its MongoDB (MDB) stake by 2.2% in Q2 2026, selling an estimated $1.2K and leaving 180 shares worth $60.5K. The position accounts for 0.01% of the portfolio, ranked #1145.

Pinnacle Wealth Planning Services first reported a position in MDB in Q4 2025 and has held it in 3 quarters since. The position peaked at $78.5K in Q4 2025. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 180 shares of MongoDB worth $60.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4 MongoDB shares in Q2 2026, an estimated $1.2K.
  • MongoDB made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1145 holding.
  • Pinnacle Wealth Planning Services first reported a position in MongoDB in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's MongoDB position peaked at $78.5K in Q4 2025.
  • 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.