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Portside Wealth Group’s monday.com MNDY Stock Holding History

Portside Wealth Group’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
Q4 		– Sell
-1,670
Closed -$323K – 493
2025
Q3 		$323K Buy
1,670
+1,031
+161% +$237K 0.04% 358
2025
Q2 		$201K Buy
+639
New +$178K 0.03% 440

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Portside Wealth Group's MNDY Position: Q4 2025 in Review

Portside Wealth Group sold out of monday.com (MNDY) in Q4 2025, closing a stake of 1,670 shares — an estimated $323K sold.

Portside Wealth Group first reported a position in MNDY in Q2 2025 and held it in 2 quarters. The position peaked at $323K in Q3 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • Portside Wealth Group reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • Portside Wealth Group sold 1,670 monday.com shares in Q4 2025, an estimated $323K.
  • Portside Wealth Group first reported a position in monday.com in Q2 2025 and held it in 2 quarters.
  • Portside Wealth Group's monday.com position peaked at $323K in Q3 2025.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Portside Wealth Group's 13F filing for Q4 2025, filed 21 Jan 2026.