Palumbo Wealth Management’s monday.com MNDY Stock Holding History

Palumbo Wealth Management’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	$569K	Buy	7,855 +117	+2%	+$8.58K	0.12%	130
2026 Q1	$535K	Sell	7,738 -870	-10%	-$83.5K	0.13%	120
2025 Q4	$1.27M	Buy	8,608 +1,365	+19%	+$230K	0.31%	60
2025 Q3	$1.4M	Buy	7,243 +2,416	+50%	+$556K	0.45%	45
2025 Q2	$1.52M	Sell	4,827 -40	-0.8%	-$11.1K	0.47%	49
2025 Q1	$1.18M	Buy	4,867 +1,197	+33%	+$316K	0.4%	55
2024 Q4	$864K	Buy	3,670 +1,145	+45%	+$317K	0.32%	60
2024 Q3	$701K	Buy	2,525 +193	+8%	+$47.8K	0.27%	69
2024 Q2	$561K	Buy	2,332 +475	+26%	+$100K	0.24%	75
2024 Q1	$419K	Buy	+1,857	New	+$394K	0.19%	90

Other funds holding MNDY

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Palumbo Wealth Management's MNDY Position: Q2 2026 in Review

Palumbo Wealth Management increased its monday.com (MNDY) stake by 1.5% in Q2 2026, buying an estimated $8.58K and bringing the position to 7,855 shares worth $569K. The position accounts for 0.12% of the portfolio, ranked #130.

Palumbo Wealth Management first reported a position in MNDY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.52M in Q2 2025. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

Palumbo Wealth Management held 7,855 shares of monday.com worth $569K as of Q2 2026.
Palumbo Wealth Management bought 117 monday.com shares in Q2 2026, an estimated $8.58K.
monday.com made up 0.12% of Palumbo Wealth Management's portfolio in Q2 2026, its #130 holding.
Palumbo Wealth Management first reported a position in monday.com in Q1 2024 and has held it in 10 quarters since.
Palumbo Wealth Management's monday.com position peaked at $1.52M in Q2 2025.
274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.