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

AE 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
2025
Q4 		– Sell
-1,240
Closed -$240K – 2521
2025
Q3 		$240K Buy
1,240
+567
+84% +$131K ﹤0.01% 1305
2025
Q2 		$212K Buy
+673
New +$187K ﹤0.01% 1281
2024
Q1 		– Sell
-3,012
Closed -$628K – 1670
2023
Q4 		$628K Sell
3,012
-802
-21% -$129K ﹤0.01% 1325
2023
Q3 		$607K Sell
3,814
-1,504
-28% -$253K ﹤0.01% 1286
2023
Q2 		$911K Buy
5,318
+1,377
+35% +$206K 0.01% 1124
2023
Q1 		$563K Sell
3,941
-1,778
-31% -$240K ﹤0.01% 1294
2022
Q4 		$698K Buy
+5,719
New +$595K 0.01% 1140
2022
Q1 		– Sell
-2,031
Closed -$627K – 1765
2021
Q4 		$627K Buy
+2,031
New +$694K ﹤0.01% 1167

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BlackRock
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SL
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RGC
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T. Rowe Price Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return