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EverSource Wealth Advisors’s monday.com MNDY Stock Holding History

EverSource Wealth Advisors’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 		$8.54K Sell
118
-307
-72% -$22.5K ﹤0.01% 2991
2026
Q1 		$29.4K Buy
425
+354
+499% +$34K ﹤0.01% 2253
2025
Q4 		$10.5K Sell
71
-58
-45% -$9.77K ﹤0.01% 2767
2025
Q3 		$25K Sell
129
-21
-14% -$4.83K ﹤0.01% 2194
2025
Q2 		$47.2K Buy
150
+65
+76% +$18.1K ﹤0.01% 1648
2025
Q1 		$20.7K Sell
85
-41
-33% -$10.8K ﹤0.01% 1672
2024
Q4 		$29.7K Buy
126
+12
+11% +$3.32K ﹤0.01% 1427
2024
Q3 		$31.7K Buy
114
+7
+7% +$1.73K ﹤0.01% 1262
2024
Q2 		$24.6K Buy
107
+15
+16% +$3.16K ﹤0.01% 1404
2024
Q1 		$17.4K Hold
92
– – ﹤0.01% 1427
2023
Q4 		$17.3K Sell
92
-44
-32% -$7.08K ﹤0.01% 1303
2023
Q3 		$21.7K Hold
136
– – ﹤0.01% 1093
2023
Q2 		$23.3K Buy
+136
New +$20.3K ﹤0.01% 1095

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

EverSource Wealth Advisors's MNDY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its monday.com (MNDY) stake by 72% in Q2 2026, selling an estimated $22.5K and leaving 118 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

EverSource Wealth Advisors first reported a position in MNDY in Q2 2023 and has held it in 13 quarters since. The position peaked at $47.2K in Q2 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • EverSource Wealth Advisors held 118 shares of monday.com worth $8.54K as of Q2 2026.
  • EverSource Wealth Advisors sold 307 monday.com shares in Q2 2026, an estimated $22.5K.
  • monday.com made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2991 holding.
  • EverSource Wealth Advisors first reported a position in monday.com in Q2 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's monday.com position peaked at $47.2K in Q2 2025.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.