Corient Private Wealth
MNDY icon

Corient Private Wealth’s monday.com MNDY Stock Holding History

Corient Private Wealth’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
-1,917
Closed -$371K – 2786
2025
Q3 		$371K Sell
1,917
-1,067
-36% -$246K ﹤0.01% 1987
2025
Q2 		$938K Buy
2,984
+1,488
+99% +$414K ﹤0.01% 1388
2025
Q1 		$364K Sell
1,496
-45
-3% -$11.9K ﹤0.01% 1754
2024
Q4 		$363K Buy
1,541
+138
+10% +$38.2K ﹤0.01% 1794
2024
Q3 		$390K Buy
1,403
+44
+3% +$10.9K ﹤0.01% 1880
2024
Q2 		$327K Sell
1,359
-47
-3% -$9.91K ﹤0.01% 1854
2024
Q1 		$318K Buy
+1,406
New +$298K ﹤0.01% 1861

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $235M AUM 40.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Corient Private Wealth's MNDY Position: Q4 2025 in Review

Corient Private Wealth sold out of monday.com (MNDY) in Q4 2025, closing a stake of 1,917 shares — an estimated $371K sold.

Corient Private Wealth first reported a position in MNDY in Q1 2024 and held it in 7 quarters. The position peaked at $938K in Q2 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • Corient Private Wealth reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 1,917 monday.com shares in Q4 2025, an estimated $371K.
  • Corient Private Wealth first reported a position in monday.com in Q1 2024 and held it in 7 quarters.
  • Corient Private Wealth's monday.com position peaked at $938K in Q2 2025.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.