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
2021 Q2	–	Sell	-1,000	Closed	-$36K	–	2376
2021 Q1	$36K	Hold	1,000	–	–	﹤0.01%	2393
2020 Q4	$77K	Buy	+1,000	New	+$279K	﹤0.01%	2055
2019 Q2	–	Sell	-100	Closed	-$5K	–	2078
2019 Q1	$5K	Buy	+100	New	+$10.3K	﹤0.01%	1909

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 $3.37T AUM 44.26% 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 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.