Twin Peaks Wealth Advisors’s MongoDB MDB Stock Holding History

Twin Peaks Wealth 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	$326K	Buy	972 +17	+2%	+$5.1K	0.07%	152
2026 Q1	$234K	Buy	955 +4	+0.4%	+$1.34K	0.06%	167
2025 Q4	$340K	Hold	951	–	–	0.1%	131
2025 Q3	$295K	Hold	951	–	–	0.1%	132
2025 Q2	$198K	Buy	+951	New	+$176K	0.06%	158
2025 Q1	–	Sell	-949	Closed	-$221K	–	149
2024 Q4	$221K	Hold	949	–	–	0.09%	131
2024 Q3	$257K	Hold	949	–	–	0.12%	108
2024 Q2	$237K	Sell	949 -1	-0.1%	-$316	0.12%	114
2024 Q1	$341K	Hold	950	–	–	0.19%	90
2023 Q4	$388K	Buy	+950	New	+$360K	0.25%	78

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

Twin Peaks Wealth Advisors's MDB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its MongoDB (MDB) stake by 1.8% in Q2 2026, buying an estimated $5.1K and bringing the position to 972 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #152.

Twin Peaks Wealth Advisors first reported a position in MDB in Q4 2023 and has held it in 10 quarters since. The position peaked at $388K in Q4 2023. 872 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Twin Peaks Wealth Advisors held 972 shares of MongoDB worth $326K as of Q2 2026.
Twin Peaks Wealth Advisors bought 17 MongoDB shares in Q2 2026, an estimated $5.1K.
MongoDB made up 0.07% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #152 holding.
Twin Peaks Wealth Advisors first reported a position in MongoDB in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's MongoDB position peaked at $388K in Q4 2023.
872 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.