Creative Planning
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Creative Planning’s MongoDB MDB Stock Holding History

Creative Planning’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 		$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

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 Planning's MDB Position: Q1 2026 in Review

Creative Planning increased its MongoDB (MDB) stake by 35% in Q1 2026, buying an estimated $2.11M and bringing the position to 24,290 shares worth $5.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Creative Planning first reported a position in MDB in Q4 2018 and has held it in 29 quarters since. The position peaked at $7.54M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • Creative Planning held 24,290 shares of MongoDB worth $5.95M as of Q1 2026.
  • Creative Planning bought 6,315 MongoDB shares in Q1 2026, an estimated $2.11M.
  • MongoDB made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1061 holding.
  • Creative Planning first reported a position in MongoDB in Q4 2018 and has held it in 29 quarters since.
  • Creative Planning's MongoDB position peaked at $7.54M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.