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Opal Wealth Advisors’s monday.com MNDY Stock Holding History

Opal Wealth 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
-270
Closed -$84.9K – 409
2025
Q2 		$84.9K Buy
270
+7
+3% +$1.95K 0.02% 296
2025
Q1 		$64K Buy
+263
New +$69.5K 0.02% 328
2024
Q3 		– Sell
-286
Closed -$68.9K – 801
2024
Q2 		$68.9K Buy
+286
New +$60.3K 0.02% 319

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Opal Wealth Advisors's MNDY Position: Q3 2025 in Review

Opal Wealth Advisors sold out of monday.com (MNDY) in Q3 2025, closing a stake of 270 shares — an estimated $84.9K sold.

Opal Wealth Advisors first reported a position in MNDY in Q2 2024 and held it in 3 quarters. The position peaked at $84.9K in Q2 2025. 428 funds tracked by Wall St. Rank hold MNDY as of Q3 2025.

  • Opal Wealth Advisors reported no remaining monday.com position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 270 monday.com shares in Q3 2025, an estimated $84.9K.
  • Opal Wealth Advisors first reported a position in monday.com in Q2 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's monday.com position peaked at $84.9K in Q2 2025.
  • 428 funds tracked by Wall St. Rank held monday.com as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.