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

Circle 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
Q3 		– Sell
-2,495
Closed -$785K – 235
2025
Q2 		$785K Buy
2,495
+553
+28% +$154K 0.02% 139
2025
Q1 		$472K Buy
+1,942
New +$513K 0.01% 166

Other funds holding MNDY

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SL
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Circle Wealth Management's MNDY Position: Q3 2025 in Review

Circle Wealth Management sold out of monday.com (MNDY) in Q3 2025, closing a stake of 2,495 shares — an estimated $785K sold.

Circle Wealth Management first reported a position in MNDY in Q1 2025 and held it in 2 quarters. The position peaked at $785K in Q2 2025. 428 funds tracked by Wall St. Rank hold MNDY as of Q3 2025.

  • Circle Wealth Management reported no remaining monday.com position as of Q3 2025 after selling out during the quarter.
  • Circle Wealth Management sold 2,495 monday.com shares in Q3 2025, an estimated $785K.
  • Circle Wealth Management first reported a position in monday.com in Q1 2025 and held it in 2 quarters.
  • Circle Wealth Management's monday.com position peaked at $785K in Q2 2025.
  • 428 funds tracked by Wall St. Rank held monday.com as of Q3 2025.

Based on Circle Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.