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Cassaday & Co Wealth Management’s monday.com MNDY Stock Holding History

Cassaday & Co 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 		– Sell
-1
Closed -$70 – 1390
2026
Q1 		$70 Buy
+1
New +$96 ﹤0.01% 1340

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Cassaday & Co Wealth Management's MNDY Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of monday.com (MNDY) in Q2 2026, closing a stake of 1 share — an estimated $70 sold.

Cassaday & Co Wealth Management first reported a position in MNDY in Q1 2026 and held it in 1 quarter. The position peaked at $70 in Q1 2026. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining monday.com position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 1 monday.com share in Q2 2026, an estimated $70.
  • Cassaday & Co Wealth Management first reported a position in monday.com in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's monday.com position peaked at $70 in Q1 2026.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.