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Cherry Creek Investment Advisors’s MongoDB MDB Stock Holding History

Cherry Creek Investment 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 		$1.36M Sell
4,062
-6,193
-60% -$1.86M 0.54% 38
2026
Q1 		$2.51M Sell
10,255
-1,213
-11% -$406K 1.09% 25
2025
Q4 		$4.81M Buy
11,468
+508
+5% +$185K 2.06% 13
2025
Q3 		$3.4M Buy
10,960
+2,963
+37% +$762K 1.47% 17
2025
Q2 		$1.68M Sell
7,997
-61
-0.8% -$11.3K 0.79% 28
2025
Q1 		$1.41M Buy
8,058
+6,777
+529% +$1.65M 0.74% 31
2024
Q4 		$298K Buy
1,281
+29
+2% +$8.19K 0.15% 86
2024
Q3 		$338K Buy
1,252
+70
+6% +$18.2K 0.17% 77
2024
Q2 		$295K Sell
1,182
-1,996
-63% -$630K 0.15% 81
2024
Q1 		$1.14M Sell
3,178
-11
-0.3% -$4.49K 0.62% 34
2023
Q4 		$1.3M Buy
3,189
+1
+0% +$379 0.8% 29
2023
Q3 		$1.1M Sell
3,188
-30
-0.9% -$11.4K 0.75% 32
2023
Q2 		$1.32M Sell
3,218
-40
-1% -$11.7K 0.89% 26
2023
Q1 		$760K Sell
3,258
-25
-0.8% -$5.25K 0.56% 37
2022
Q4 		$646K Buy
3,283
+50
+2% +$8.9K 0.5% 44
2022
Q3 		$642K Hold
3,233
– – 0.53% 42
2022
Q2 		$839K Hold
3,233
– – 0.68% 38
2022
Q1 		$1.43M Buy
3,233
+80
+3% +$31.3K 0.94% 33
2021
Q4 		$1.67M Sell
3,153
-100
-3% -$51.2K 1.04% 30
2021
Q3 		$1.53M Sell
3,253
-5
-0.2% -$2.01K 1.02% 33
2021
Q2 		$1.18M Buy
+3,258
New +$1.01M 0.77% 39

Other funds holding MDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cherry Creek Investment Advisors's MDB Position: Q2 2026 in Review

Cherry Creek Investment Advisors reduced its MongoDB (MDB) stake by 60% in Q2 2026, selling an estimated $1.86M and leaving 4,062 shares worth $1.36M. The position accounts for 0.54% of the portfolio, ranked #38.

Cherry Creek Investment Advisors first reported a position in MDB in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.81M in Q4 2025. 868 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

  • Cherry Creek Investment Advisors held 4,062 shares of MongoDB worth $1.36M as of Q2 2026.
  • Cherry Creek Investment Advisors sold 6,193 MongoDB shares in Q2 2026, an estimated $1.86M.
  • MongoDB made up 0.54% of Cherry Creek Investment Advisors's portfolio in Q2 2026, its #38 holding.
  • Cherry Creek Investment Advisors first reported a position in MongoDB in Q2 2021 and has held it in 21 quarters since.
  • Cherry Creek Investment Advisors's MongoDB position peaked at $4.81M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Cherry Creek Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.