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

HighMark 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
Q4 		– Sell
-7
Closed -$1.36K – 631
2025
Q3 		$1.36K Buy
7
+2
+40% +$460 ﹤0.01% 515
2025
Q2 		$1.57K Buy
+5
New +$1.39K ﹤0.01% 498

Other funds holding MNDY

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Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

HighMark Wealth Management's MNDY Position: Q4 2025 in Review

HighMark Wealth Management sold out of monday.com (MNDY) in Q4 2025, closing a stake of 7 shares — an estimated $1.36K sold.

HighMark Wealth Management first reported a position in MNDY in Q2 2025 and held it in 2 quarters. The position peaked at $1.57K in Q2 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • HighMark Wealth Management reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 7 monday.com shares in Q4 2025, an estimated $1.36K.
  • HighMark Wealth Management first reported a position in monday.com in Q2 2025 and held it in 2 quarters.
  • HighMark Wealth Management's monday.com position peaked at $1.57K in Q2 2025.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.