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Integrated Wealth Concepts’s monday.com MNDY Stock Holding History

Integrated Wealth Concepts’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
-1,632
Closed -$316K – 1895
2025
Q3 		$316K Buy
1,632
+493
+43% +$114K ﹤0.01% 1596
2025
Q2 		$358K Buy
+1,139
New +$317K ﹤0.01% 1467
2024
Q4 		– Sell
-826
Closed -$230K – 1760
2024
Q3 		$230K Sell
826
-9
-1% -$2.23K ﹤0.01% 1496
2024
Q2 		$201K Buy
+835
New +$176K ﹤0.01% 1526

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $235M AUM 40.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Integrated Wealth Concepts's MNDY Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of monday.com (MNDY) in Q4 2025, closing a stake of 1,632 shares — an estimated $316K sold.

Integrated Wealth Concepts first reported a position in MNDY in Q2 2024 and held it in 4 quarters. The position peaked at $358K in Q2 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,632 monday.com shares in Q4 2025, an estimated $316K.
  • Integrated Wealth Concepts first reported a position in monday.com in Q2 2024 and held it in 4 quarters.
  • Integrated Wealth Concepts's monday.com position peaked at $358K in Q2 2025.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.