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Golden State Wealth Management’s monday.com MNDY Stock Holding History

Golden State 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
Q1 		– Sell
-3
Closed -$443 – 1690
2025
Q4 		$443 Hold
3
– – ﹤0.01% 1596
2025
Q3 		$581 Buy
+3
New +$691 ﹤0.01% 1558
2025
Q2 		– Sell
-3
Closed -$729 – 1636
2025
Q1 		$729 Hold
3
– – ﹤0.01% 1460
2024
Q4 		$706 Buy
+3
New +$831 ﹤0.01% 1397

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Golden State Wealth Management's MNDY Position: Q1 2026 in Review

Golden State Wealth Management sold out of monday.com (MNDY) in Q1 2026, closing a stake of 3 shares — an estimated $443 sold.

Golden State Wealth Management first reported a position in MNDY in Q4 2024 and held it in 4 quarters. The position peaked at $729 in Q1 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Golden State Wealth Management reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 3 monday.com shares in Q1 2026, an estimated $443.
  • Golden State Wealth Management first reported a position in monday.com in Q4 2024 and held it in 4 quarters.
  • Golden State Wealth Management's monday.com position peaked at $729 in Q1 2025.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.