CreativeOne Wealth’s MongoDB MDB Stock Holding History

CreativeOne Wealth’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	–	Sell	-1,655	Closed	-$695K	–	1230
2025 Q4	$695K	Buy	+1,655	New	+$602K	0.02%	674

Other funds holding MDB

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

CreativeOne Wealth's MDB Position: Q1 2026 in Review

CreativeOne Wealth sold out of MongoDB (MDB) in Q1 2026, closing a stake of 1,655 shares — an estimated $695K sold.

CreativeOne Wealth first reported a position in MDB in Q4 2025 and held it in 1 quarter. The position peaked at $695K in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

CreativeOne Wealth reported no remaining MongoDB position as of Q1 2026 after selling out during the quarter.
CreativeOne Wealth sold 1,655 MongoDB shares in Q1 2026, an estimated $695K.
CreativeOne Wealth first reported a position in MongoDB in Q4 2025 and held it in 1 quarter.
CreativeOne Wealth's MongoDB position peaked at $695K in Q4 2025.
811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.