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Avior Wealth Management’s monday.com MNDY Stock Holding History

Avior 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
-2,203
Closed -$427K – 767
2025
Q3 		$427K Buy
2,203
+412
+23% +$94.9K 0.01% 489
2025
Q2 		$563K Hold
1,791
– – 0.02% 405
2025
Q1 		$436K Sell
1,791
-627
-26% -$166K 0.02% 443
2024
Q4 		$569K Sell
2,418
-193
-7% -$53.5K 0.02% 410
2024
Q3 		$725K Buy
2,611
+67
+3% +$16.6K 0.03% 359
2024
Q2 		$612K Buy
2,544
+17
+0.7% +$3.58K 0.03% 382
2024
Q1 		$571K Buy
2,527
+285
+13% +$60.5K 0.03% 406
2023
Q4 		$421K Buy
+2,242
New +$361K 0.03% 377

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

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

Avior Wealth Management sold out of monday.com (MNDY) in Q4 2025, closing a stake of 2,203 shares — an estimated $427K sold.

Avior Wealth Management first reported a position in MNDY in Q4 2023 and held it in 8 quarters. The position peaked at $725K in Q3 2024. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • Avior Wealth Management reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,203 monday.com shares in Q4 2025, an estimated $427K.
  • Avior Wealth Management first reported a position in monday.com in Q4 2023 and held it in 8 quarters.
  • Avior Wealth Management's monday.com position peaked at $725K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.