Creative Planning’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.6M | Buy |
31,481
+7,191
| +30% | +$2.16M | 0.01% | 857 |
|
|
2026
Q1 | $5.95M | Buy |
24,290
+6,315
| +35% | +$2.11M | ﹤0.01% | 1061 |
|
|
2025
Q4 | $7.54M | Sell |
17,975
-2,861
| -14% | -$1.04M | 0.01% | 742 |
|
|
2025
Q3 | $6.47M | Buy |
20,836
+9,348
| +81% | +$2.4M | ﹤0.01% | 742 |
|
|
2025
Q2 | $2.41M | Buy |
11,488
+3,929
| +52% | +$726K | ﹤0.01% | 1189 |
|
|
2025
Q1 | $1.33M | Buy |
7,559
+129
| +2% | +$31.4K | ﹤0.01% | 1497 |
|
|
2024
Q4 | $1.73M | Sell |
7,430
-9,988
| -57% | -$2.82M | ﹤0.01% | 1233 |
|
|
2024
Q3 | $4.71M | Buy |
17,418
+2,427
| +16% | +$630K | ﹤0.01% | 661 |
|
|
2024
Q2 | $3.75M | Buy |
14,991
+8,019
| +115% | +$2.53M | ﹤0.01% | 725 |
|
|
2024
Q1 | $2.5M | Buy |
6,972
+1,361
| +24% | +$556K | ﹤0.01% | 880 |
|
|
2023
Q4 | $2.29M | Buy |
5,611
+472
| +9% | +$179K | ﹤0.01% | 869 |
|
|
2023
Q3 | $1.78M | Buy |
5,139
+114
| +2% | +$43.3K | ﹤0.01% | 902 |
|
|
2023
Q2 | $2.07M | Buy |
5,025
+304
| +6% | +$88.7K | ﹤0.01% | 799 |
|
|
2023
Q1 | $1.1M | Buy |
4,721
+1,416
| +43% | +$297K | ﹤0.01% | 1031 |
|
|
2022
Q4 | $651K | Buy |
3,305
+1,183
| +56% | +$211K | ﹤0.01% | 1273 |
|
|
2022
Q3 | $421K | Buy |
2,122
+206
| +11% | +$60.1K | ﹤0.01% | 1435 |
|
|
2022
Q2 | $497K | Sell |
1,916
-142
| -7% | -$44.4K | ﹤0.01% | 1319 |
|
|
2022
Q1 | $913K | Buy |
2,058
+34
| +2% | +$13.3K | ﹤0.01% | 1031 |
|
|
2021
Q4 | $1.07M | Sell |
2,024
-31
| -2% | -$15.9K | ﹤0.01% | 929 |
|
|
2021
Q3 | $969K | Sell |
2,055
-71
| -3% | -$28.6K | ﹤0.01% | 967 |
|
|
2021
Q2 | $769K | Sell |
2,126
-3,146
| -60% | -$973K | ﹤0.01% | 1051 |
|
|
2021
Q1 | $1.41M | Buy |
5,272
+1,184
| +29% | +$419K | ﹤0.01% | 871 |
|
|
2020
Q4 | $1.47M | Sell |
4,088
-2,223
| -35% | -$621K | ﹤0.01% | 786 |
|
|
2020
Q3 | $1.46M | Buy |
6,311
+5,392
| +587% | +$1.17M | ﹤0.01% | 676 |
|
|
2020
Q2 | $208K | Buy |
+919
| New | +$170K | ﹤0.01% | 1504 |
|
|
2020
Q1 | – | Sell |
-2,370
| Closed | -$312K | – | 2005 |
|
|
2019
Q4 | $312K | Sell |
2,370
-50
| -2% | -$6.57K | ﹤0.01% | 1382 |
|
|
2019
Q3 | $292K | Buy |
2,420
+495
| +26% | +$71.4K | ﹤0.01% | 1380 |
|
|
2019
Q2 | $293K | Sell |
1,925
-731
| -28% | -$106K | ﹤0.01% | 1391 |
|
|
2019
Q1 | $390K | Buy |
2,656
+244
| +10% | +$25K | ﹤0.01% | 1180 |
|
|
2018
Q4 | $202K | Buy |
+2,412
| New | +$186K | ﹤0.01% | 1483 |
|
Other funds holding MDB
Creative Planning's MDB Position: Q2 2026 in Review
Creative Planning increased its MongoDB (MDB) stake by 30% in Q2 2026, buying an estimated $2.16M and bringing the position to 31,481 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #857.
Creative Planning first reported a position in MDB in Q4 2018 and has held it in 30 quarters since. 870 funds tracked by Wall St. Rank hold MDB as of Q2 2026.
- Creative Planning held 31,481 shares of MongoDB worth $10.6M as of Q2 2026.
- Creative Planning bought 7,191 MongoDB shares in Q2 2026, an estimated $2.16M.
- MongoDB made up 0.01% of Creative Planning's portfolio in Q2 2026, its #857 holding.
- Creative Planning first reported a position in MongoDB in Q4 2018 and has held it in 30 quarters since.
- 870 funds tracked by Wall St. Rank held MongoDB as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.