Creative Financial Designs’s MongoDB MDB Stock Holding History

Creative Financial Designs’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	$178K	Buy	530 +500	+1,667%	+$150K	0.01%	630
2026 Q1	$7.34K	Hold	30	–	–	﹤0.01%	1492
2025 Q4	$12.6K	Hold	30	–	–	﹤0.01%	1302
2025 Q3	$9.31K	Buy	+30	New	+$7.71K	﹤0.01%	1386
2025 Q2	–	Sell	-1	Closed	-$175	–	2108
2025 Q1	$175	Buy	+1	New	+$244	﹤0.01%	1993
2023 Q3	–	Sell	-45	Closed	-$18.5K	–	1538
2023 Q2	$18.5K	Buy	+45	New	+$13.1K	﹤0.01%	869

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 $3.38T AUM 44.17% 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

Creative Financial Designs's MDB Position: Q2 2026 in Review

Creative Financial Designs increased its MongoDB (MDB) stake by 1,667% in Q2 2026, buying an estimated $150K and bringing the position to 530 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #630.

Creative Financial Designs first reported a position in MDB in Q2 2023 and has held it in 6 quarters since. 873 funds tracked by Wall St. Rank hold MDB as of Q2 2026.

Creative Financial Designs held 530 shares of MongoDB worth $178K as of Q2 2026.
Creative Financial Designs bought 500 MongoDB shares in Q2 2026, an estimated $150K.
MongoDB made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #630 holding.
Creative Financial Designs first reported a position in MongoDB in Q2 2023 and has held it in 6 quarters since.
873 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.