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Financial Advocates Investment Management’s monday.com MNDY Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-940
Closed -$229K – 716
2025
Q1 		$229K Sell
940
-90
-9% -$23.8K 0.02% 647
2024
Q4 		$243K Sell
1,030
-171
-14% -$47.4K 0.01% 653
2024
Q3 		$334K Sell
1,201
-284
-19% -$70.3K 0.02% 568
2024
Q2 		$358K Buy
1,485
+248
+20% +$52.3K 0.02% 534
2024
Q1 		$279K Buy
+1,237
New +$263K 0.02% 614

Other funds holding MNDY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Financial Advocates Investment Management's MNDY Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of monday.com (MNDY) in Q2 2025, closing a stake of 940 shares — an estimated $229K sold.

Financial Advocates Investment Management first reported a position in MNDY in Q1 2024 and held it in 5 quarters. The position peaked at $358K in Q2 2024. 468 funds tracked by Wall St. Rank hold MNDY as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining monday.com position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 940 monday.com shares in Q2 2025, an estimated $229K.
  • Financial Advocates Investment Management first reported a position in monday.com in Q1 2024 and held it in 5 quarters.
  • Financial Advocates Investment Management's monday.com position peaked at $358K in Q2 2024.
  • 468 funds tracked by Wall St. Rank held monday.com as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.