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LGT Financial Advisors’s monday.com MNDY Stock Holding History

LGT Financial Advisors’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
Q3 		– Sell
-22
Closed -$6.92K – 555
2025
Q2 		$6.92K Buy
+22
New +$6.13K 0.02% 252

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LGT Financial Advisors's MNDY Position: Q3 2025 in Review

LGT Financial Advisors sold out of monday.com (MNDY) in Q3 2025, closing a stake of 22 shares — an estimated $6.92K sold.

LGT Financial Advisors first reported a position in MNDY in Q2 2025 and held it in 1 quarter. The position peaked at $6.92K in Q2 2025. 428 funds tracked by Wall St. Rank hold MNDY as of Q3 2025.

  • LGT Financial Advisors reported no remaining monday.com position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 22 monday.com shares in Q3 2025, an estimated $6.92K.
  • LGT Financial Advisors first reported a position in monday.com in Q2 2025 and held it in 1 quarter.
  • LGT Financial Advisors's monday.com position peaked at $6.92K in Q2 2025.
  • 428 funds tracked by Wall St. Rank held monday.com as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.