Creative Planning
MDB icon

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
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.