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

Physician 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
2026
Q2 		$362 Sell
5
-3
-38% -$220 ﹤0.01% 2274
2026
Q1 		$553 Buy
+8
New +$768 ﹤0.01% 1884

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
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
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

Physician Wealth Advisors's MNDY Position: Q2 2026 in Review

Physician Wealth Advisors reduced its monday.com (MNDY) stake by 38% in Q2 2026, selling an estimated $220 and leaving 5 shares worth $362. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Physician Wealth Advisors first reported a position in MNDY in Q1 2026 and has held it in 2 quarters since. The position peaked at $553 in Q1 2026. 274 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Physician Wealth Advisors held 5 shares of monday.com worth $362 as of Q2 2026.
  • Physician Wealth Advisors sold 3 monday.com shares in Q2 2026, an estimated $220.
  • monday.com made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2274 holding.
  • Physician Wealth Advisors first reported a position in monday.com in Q1 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's monday.com position peaked at $553 in Q1 2026.
  • 274 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.