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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
Q2 		$7.89K Sell
109
-131
-55% -$9.6K ﹤0.01% 2158
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 $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

Pinnacle Wealth Planning Services's MNDY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its monday.com (MNDY) stake by 55% in Q2 2026, selling an estimated $9.6K and leaving 109 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Pinnacle Wealth Planning Services first reported a position in MNDY in Q2 2024 and has held it in 5 quarters since. The position peaked at $251K in Q3 2024. 275 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 109 shares of monday.com worth $7.89K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 131 monday.com shares in Q2 2026, an estimated $9.6K.
  • monday.com made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2158 holding.
  • Pinnacle Wealth Planning Services first reported a position in monday.com in Q2 2024 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's monday.com position peaked at $251K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.