Carson Wealth (CWM LLC)’s monday.com MNDY Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$30.6K	Buy	443 +76	+21%	+$7.29K	﹤0.01%	4148
2025 Q4	$54K	Buy	367 +286	+353%	+$48.2K	﹤0.01%	3550
2025 Q3	$16K	Sell	81 -129	-61%	-$29.7K	﹤0.01%	4247
2025 Q2	$66K	Buy	210 +50	+31%	+$13.9K	﹤0.01%	3060
2025 Q1	$39K	Sell	160 -107	-40%	-$28.3K	﹤0.01%	3188
2024 Q4	$63K	Buy	267 +223	+507%	+$61.8K	﹤0.01%	2619
2024 Q3	$12K	Sell	44 -4	-8%	-$990	﹤0.01%	3679
2024 Q2	$12K	Sell	48 -46	-49%	-$9.7K	﹤0.01%	3441
2024 Q1	$21K	Buy	94 +21	+29%	+$4.46K	﹤0.01%	2880
2023 Q4	$14K	Buy	73 +69	+1,725%	+$11.1K	﹤0.01%	2991
2023 Q3	$1K	Buy	4 +1	+33%	+$168	﹤0.01%	4021
2023 Q2	$1K	Buy	+3	New	+$448	﹤0.01%	4006

Other funds holding MNDY

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RGC

Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MNDY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its monday.com (MNDY) stake by 21% in Q1 2026, buying an estimated $7.29K and bringing the position to 443 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4148.

Carson Wealth (CWM LLC) first reported a position in MNDY in Q2 2023 and has held it in 12 quarters since. The position peaked at $66K in Q2 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

Carson Wealth (CWM LLC) held 443 shares of monday.com worth $30.6K as of Q1 2026.
Carson Wealth (CWM LLC) bought 76 monday.com shares in Q1 2026, an estimated $7.29K.
monday.com made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4148 holding.
Carson Wealth (CWM LLC) first reported a position in monday.com in Q2 2023 and has held it in 12 quarters since.
Carson Wealth (CWM LLC)'s monday.com position peaked at $66K in Q2 2025.
304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.