BDPWM
MNDY icon

Barnes Dennig Private Wealth Management’s monday.com MNDY Stock Holding History

Barnes Dennig Private 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 		$507 Buy
+7
New +$513 ﹤0.01% 364
2026
Q1 		– Sell
-7
Closed -$1.03K – 333
2025
Q4 		$1.03K Buy
+7
New +$1.18K ﹤0.01% 304

Other funds holding MNDY

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CH
Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

Barnes Dennig Private Wealth Management's MNDY Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management opened a new position in monday.com (MNDY) in Q2 2026: 7 shares worth $507. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Barnes Dennig Private Wealth Management previously reported a position in MNDY as recently as Q4 2025.

Barnes Dennig Private Wealth Management first reported a position in MNDY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.03K in Q4 2025. 17 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 7 shares of monday.com worth $507 as of Q2 2026.
  • monday.com was a new Barnes Dennig Private Wealth Management position in Q2 2026.
  • monday.com made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Barnes Dennig Private Wealth Management first reported a position in monday.com in Q4 2025 and has held it in 2 quarters since.
  • Barnes Dennig Private Wealth Management's monday.com position peaked at $1.03K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.