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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 – 2520
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

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

AE Wealth Management's MNDY Position: Q4 2025 in Review

AE Wealth Management sold out of monday.com (MNDY) in Q4 2025, closing a stake of 1,240 shares — an estimated $240K sold.

AE Wealth Management first reported a position in MNDY in Q4 2021 and held it in 8 quarters. The position peaked at $911K in Q2 2023. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • AE Wealth Management reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 1,240 monday.com shares in Q4 2025, an estimated $240K.
  • AE Wealth Management first reported a position in monday.com in Q4 2021 and held it in 8 quarters.
  • AE Wealth Management's monday.com position peaked at $911K in Q2 2023.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.