AWM
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Abound Wealth Management’s monday.com MNDY Stock Holding History

Abound Wealth Management’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2
Closed -$139 – 1498
2026
Q1 		$139 Sell
2
-200
-99% -$19.2K ﹤0.01% 1337
2025
Q4 		$29.8K Buy
+202
New +$34K 0.01% 301
2025
Q1 		– Sell
-1
Closed -$236 – 1310
2024
Q4 		$236 Sell
1
-5
-83% -$1.39K ﹤0.01% 990
2024
Q3 		$1.67K Hold
6
– – ﹤0.01% 729
2024
Q2 		$1.45K Hold
6
– – ﹤0.01% 678
2024
Q1 		$1.36K Hold
6
– – ﹤0.01% 730
2023
Q4 		$1.13K Buy
+6
New +$966 ﹤0.01% 753

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SL
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Two Sigma Investments
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Abound Wealth Management's MNDY Position: Q2 2026 in Review

Abound Wealth Management sold out of monday.com (MNDY) in Q2 2026, closing a stake of 2 shares — an estimated $139 sold.

Abound Wealth Management first reported a position in MNDY in Q4 2023 and held it in 7 quarters. The position peaked at $29.8K in Q4 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Abound Wealth Management reported no remaining monday.com position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 2 monday.com shares in Q2 2026, an estimated $139.
  • Abound Wealth Management first reported a position in monday.com in Q4 2023 and held it in 7 quarters.
  • Abound Wealth Management's monday.com position peaked at $29.8K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.