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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
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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Creative Financial Designs's MDB Position: Q1 2026 in Review

Creative Financial Designs held its MongoDB (MDB) position steady in Q1 2026 at 30 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Creative Financial Designs first reported a position in MDB in Q2 2023 and has held it in 5 quarters since. The position peaked at $18.5K in Q2 2023. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Creative Financial Designs held 30 shares of MongoDB worth $7.34K as of Q1 2026.
  • Creative Financial Designs left its MongoDB share count unchanged in Q1 2026.
  • MongoDB made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1492 holding.
  • Creative Financial Designs first reported a position in MongoDB in Q2 2023 and has held it in 5 quarters since.
  • Creative Financial Designs's MongoDB position peaked at $18.5K in Q2 2023.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.