MassMutual Private Wealth & Trust’s monday.com MNDY Stock Holding History

MassMutual Private Wealth & Trust’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	$2.9K	Sell	40 -35	-47%	-$2.56K	﹤0.01%	1885
2026 Q1	$5.18K	Buy	75 +54	+257%	+$5.18K	﹤0.01%	1663
2025 Q4	$3.1K	Sell	21 -2	-9%	-$337	﹤0.01%	1862
2025 Q3	$4.46K	Sell	23 -44	-66%	-$10.1K	﹤0.01%	1720
2025 Q2	$21.1K	Sell	67 -20	-23%	-$5.57K	﹤0.01%	1086
2025 Q1	$21.2K	Buy	87 +22	+34%	+$5.81K	﹤0.01%	1008
2024 Q4	$15.3K	Buy	65 +39	+150%	+$10.8K	﹤0.01%	1112
2024 Q3	$7.22K	Buy	26 +19	+271%	+$4.7K	﹤0.01%	1238
2024 Q2	$1.69K	Hold	7	–	–	﹤0.01%	1693
2024 Q1	$1.58K	Buy	+7	New	+$1.49K	﹤0.01%	1607
2023 Q4	–	Sell	-4	Closed	-$637	–	2035
2023 Q3	$637	Buy	+4	New	+$672	﹤0.01%	1772

Other funds holding MNDY

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

MassMutual Private Wealth & Trust's MNDY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its monday.com (MNDY) stake by 47% in Q2 2026, selling an estimated $2.56K and leaving 40 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1885.

MassMutual Private Wealth & Trust first reported a position in MNDY in Q3 2023 and has held it in 11 quarters since. The position peaked at $21.2K in Q1 2025. 17 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

MassMutual Private Wealth & Trust held 40 shares of monday.com worth $2.9K as of Q2 2026.
MassMutual Private Wealth & Trust sold 35 monday.com shares in Q2 2026, an estimated $2.56K.
monday.com made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1885 holding.
MassMutual Private Wealth & Trust first reported a position in monday.com in Q3 2023 and has held it in 11 quarters since.
MassMutual Private Wealth & Trust's monday.com position peaked at $21.2K in Q1 2025.
17 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.