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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Twin Peaks Wealth Advisors's MDB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its MongoDB (MDB) stake by 0.42% in Q1 2026, buying an estimated $1.34K and bringing the position to 955 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #167.

Twin Peaks Wealth Advisors first reported a position in MDB in Q4 2023 and has held it in 9 quarters since. The position peaked at $388K in Q4 2023. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

Twin Peaks Wealth Advisors held 955 shares of MongoDB worth $234K as of Q1 2026.
Twin Peaks Wealth Advisors bought 4 MongoDB shares in Q1 2026, an estimated $1.34K.
MongoDB made up 0.06% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #167 holding.
Twin Peaks Wealth Advisors first reported a position in MongoDB in Q4 2023 and has held it in 9 quarters since.
Twin Peaks Wealth Advisors's MongoDB position peaked at $388K in Q4 2023.
811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.