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

SHP 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
2026 Q1	–	Sell	-5	Closed	-$738	–	1882
2025 Q4	$738	Buy	+5	New	+$842	﹤0.01%	1301

Other funds holding MNDY

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RGC

Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SHP Wealth Management's MNDY Position: Q1 2026 in Review

SHP Wealth Management sold out of monday.com (MNDY) in Q1 2026, closing a stake of 5 shares — an estimated $738 sold.

SHP Wealth Management first reported a position in MNDY in Q4 2025 and held it in 1 quarter. The position peaked at $738 in Q4 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

SHP Wealth Management reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 5 monday.com shares in Q1 2026, an estimated $738.
SHP Wealth Management first reported a position in monday.com in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's monday.com position peaked at $738 in Q4 2025.
304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.