Venturi Wealth Management, LLC

Position in MDB — MongoDB, Inc.

CIK 1666363 AUSTIN, TX

Position in MDB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$364,786

+$36,590 QoQ

Shares Held

1,086

+38.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#590

of 865 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 28% Shared 72% None 0%

Technology · as of Jun 30, 2026

Venturi Wealth Management, LLC holds $70,782,966 across 17 Software - Infrastructure names. MDB ranks #11 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	125,570	$46,840,120
2	PANW	Palo Alto Networks Inc	32,855	$11,204,211
3	ORCL	Oracle Corp	26,163	$3,834,187
4	ZS	Zscaler, Inc.	16,357	$2,308,790
5	PLTR	Palantir Technologies Inc.	13,715	$1,600,129
6	TWLO	Twilio Inc	5,926	$1,222,711
7	CRWD	CrowdStrike Holdings, Inc.	15,500	$739,291
8	SNPS	Synopsys Inc	1,329	$592,826

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,786	1,086	+38.9%	Shares	Sole	2026-07-20
2025-12-31	$328,196	782	-12.9%	Shares	Sole	2026-01-22
2025-09-30	$278,721	898	+18.9%	Shares	Other	2025-10-23
2024-12-31	$175,771	755	+20.6%	Shares	Sole	2025-01-31
2024-09-30	$169,238	626	-49.6%	Shares	Sole	2024-11-04
2024-06-30	$310,450	1,242	-51.5%	Shares	Other	2024-07-19
2024-03-31	$919,193	2,563	-0.9%	Shares	Sole	2024-04-23
2023-12-31	$1,057,694	2,587	+0.2%	Shares	Sole	2024-01-23
2023-09-30	$893,356	2,583	+1.1%	Shares	Other	2023-11-02
2023-06-30	$1,050,490	2,556	0.0%	Shares	Other	2023-07-24
2023-03-31	$595,854	2,556	-0.2%	Shares	Other	2023-05-02
2022-12-31	$504,304	2,562	+14.4%	Shares	Sole	2023-01-31
2022-09-30	$444,774	2,240	0.0%	Shares	Other	2022-11-14
2022-06-30	$581,280	2,240	0.0%	Shares	Sole	2022-08-12
2022-03-31	$993,641	2,240	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.