Principia Wealth Advisory’s MongoDB MDB Stock Holding History

Principia Wealth Advisory’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	$1.68K	Hold	5	–	–	﹤0.01%	633
2026 Q1	$1.22K	Sell	5 -1	-17%	-$334	﹤0.01%	648
2025 Q4	$2.52K	Buy	6 +1	+20%	+$364	﹤0.01%	395
2025 Q3	$1.55K	Hold	5	–	–	﹤0.01%	498
2025 Q2	$1.05K	Buy	+5	New	+$924	﹤0.01%	555
2025 Q1	–	Sell	-2	Closed	-$466	–	893
2024 Q4	$466	Buy	+2	New	+$565	﹤0.01%	564

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

Principia Wealth Advisory's MDB Position: Q2 2026 in Review

Principia Wealth Advisory held its MongoDB (MDB) position steady in Q2 2026 at 5 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Principia Wealth Advisory first reported a position in MDB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.52K in Q4 2025. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Principia Wealth Advisory held 5 shares of MongoDB worth $1.68K as of Q2 2026.
Principia Wealth Advisory left its MongoDB share count unchanged in Q2 2026.
MongoDB made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #633 holding.
Principia Wealth Advisory first reported a position in MongoDB in Q4 2024 and has held it in 6 quarters since.
Principia Wealth Advisory's MongoDB position peaked at $2.52K in Q4 2025.
868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.