Plum Street Advisors’s MongoDB MDB Stock Holding History

Plum Street Advisors’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	$1.53M	Hold	4,557	–	–	0.49%	41
2026 Q1	$1.12M	Hold	4,557	–	–	0.39%	49
2025 Q4	$1.91M	Hold	4,557	–	–	0.68%	37
2025 Q3	$1.41M	Buy	+4,557	New	+$1.17M	0.55%	42

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

Plum Street Advisors's MDB Position: Q2 2026 in Review

Plum Street Advisors held its MongoDB (MDB) position steady in Q2 2026 at 4,557 shares worth $1.53M. The position accounts for 0.49% of the portfolio, ranked #41.

Plum Street Advisors first reported a position in MDB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.91M in Q4 2025. 867 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Plum Street Advisors held 4,557 shares of MongoDB worth $1.53M as of Q2 2026.
Plum Street Advisors left its MongoDB share count unchanged in Q2 2026.
MongoDB made up 0.49% of Plum Street Advisors's portfolio in Q2 2026, its #41 holding.
Plum Street Advisors first reported a position in MongoDB in Q3 2025 and has held it in 4 quarters since.
Plum Street Advisors's MongoDB position peaked at $1.91M in Q4 2025.
867 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.