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

Shelton 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
2025
Q4 		– Sell
-4,342
Closed -$841K – 178
2025
Q3 		$841K Buy
4,342
+264
+6% +$60.8K 0.38% 82
2025
Q2 		$1.28M Buy
4,078
+421
+12% +$117K 0.62% 58
2025
Q1 		$889K Buy
+3,657
New +$966K 0.48% 73

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $235M AUM 40.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Shelton Wealth Management's MNDY Position: Q4 2025 in Review

Shelton Wealth Management sold out of monday.com (MNDY) in Q4 2025, closing a stake of 4,342 shares — an estimated $841K sold.

Shelton Wealth Management first reported a position in MNDY in Q1 2025 and held it in 3 quarters. The position peaked at $1.28M in Q2 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • Shelton Wealth Management reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 4,342 monday.com shares in Q4 2025, an estimated $841K.
  • Shelton Wealth Management first reported a position in monday.com in Q1 2025 and held it in 3 quarters.
  • Shelton Wealth Management's monday.com position peaked at $1.28M in Q2 2025.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Shelton Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.