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Innovative Asset Advisors Group’s monday.com MNDY Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-9
Closed -$622 – 730
2026
Q1 		$622 Buy
+9
New +$864 ﹤0.01% 979

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Innovative Asset Advisors Group's MNDY Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of monday.com (MNDY) in Q2 2026, closing a stake of 9 shares — an estimated $622 sold.

Innovative Asset Advisors Group first reported a position in MNDY in Q1 2026 and held it in 1 quarter. The position peaked at $622 in Q1 2026. 256 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining monday.com position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 9 monday.com shares in Q2 2026, an estimated $622.
  • Innovative Asset Advisors Group first reported a position in monday.com in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's monday.com position peaked at $622 in Q1 2026.
  • 256 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.