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Avantax Advisory Services’s monday.com MNDY Stock Holding History

Avantax Advisory Services’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
Q2 		$583K Sell
1,854
-40
-2% -$11.1K ﹤0.01% 1493
2025
Q1 		$461K Sell
1,894
-152
-7% -$40.2K ﹤0.01% 1555
2024
Q4 		$482K Buy
2,046
+27
+1% +$7.48K ﹤0.01% 1473
2024
Q3 		$561K Sell
2,019
-804
-28% -$199K ﹤0.01% 1337
2024
Q2 		$680K Buy
+2,823
New +$595K ﹤0.01% 1182

Other funds holding MNDY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $235M AUM 40.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Avantax Advisory Services's MNDY Position: Q2 2025 in Review

Avantax Advisory Services reduced its monday.com (MNDY) stake by 2.1% in Q2 2025, selling an estimated $11.1K and leaving 1,854 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Avantax Advisory Services first reported a position in MNDY in Q2 2024 and has held it in 5 quarters since. The position peaked at $680K in Q2 2024. 468 funds tracked by Wall St. Rank hold MNDY as of Q2 2025.

  • Avantax Advisory Services held 1,854 shares of monday.com worth $583K as of Q2 2025.
  • Avantax Advisory Services sold 40 monday.com shares in Q2 2025, an estimated $11.1K.
  • monday.com made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1493 holding.
  • Avantax Advisory Services first reported a position in monday.com in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's monday.com position peaked at $680K in Q2 2024.
  • 468 funds tracked by Wall St. Rank held monday.com as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.