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Pinnacle Wealth Planning Services’s monday.com MNDY Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$16.6K Buy
240
+56
+30% +$5.37K ﹤0.01% 1789
2025
Q4 		$27.2K Buy
+184
New +$31K ﹤0.01% 1569
2024
Q4 		– Sell
-902
Closed -$251K – 500
2024
Q3 		$251K Buy
902
+11
+1% +$2.72K 0.03% 363
2024
Q2 		$215K Buy
+891
New +$188K 0.03% 401

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $235M AUM 40.47% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Planning Services's MNDY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its monday.com (MNDY) stake by 30% in Q1 2026, buying an estimated $5.37K and bringing the position to 240 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Pinnacle Wealth Planning Services first reported a position in MNDY in Q2 2024 and has held it in 4 quarters since. The position peaked at $251K in Q3 2024. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 240 shares of monday.com worth $16.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 56 monday.com shares in Q1 2026, an estimated $5.37K.
  • monday.com made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1789 holding.
  • Pinnacle Wealth Planning Services first reported a position in monday.com in Q2 2024 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's monday.com position peaked at $251K in Q3 2024.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.