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Sound Income Strategies’s monday.com MNDY Stock Holding History

Sound Income Strategies’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 		– Sell
-1
Closed -$68 – 1644
2026
Q1 		$68 Hold
1
– – ﹤0.01% 2525
2025
Q4 		$127 Buy
+1
New +$168 ﹤0.01% 2449
2025
Q3 		– Sell
-1
Closed -$314 – 1783
2025
Q2 		$314 Hold
1
– – ﹤0.01% 1499
2025
Q1 		$243 Buy
+1
New +$264 ﹤0.01% 1468

Other funds holding MNDY

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
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
II
Ibex Investors Denver, Colorado $194M AUM 23.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Sound Income Strategies's MNDY Position: Q2 2026 in Review

Sound Income Strategies sold out of monday.com (MNDY) in Q2 2026, closing a stake of 1 share — an estimated $68 sold.

Sound Income Strategies first reported a position in MNDY in Q1 2025 and held it in 4 quarters. The position peaked at $314 in Q2 2025. 147 funds tracked by Wall St. Rank hold MNDY as of Q2 2026.

  • Sound Income Strategies reported no remaining monday.com position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1 monday.com share in Q2 2026, an estimated $68.
  • Sound Income Strategies first reported a position in monday.com in Q1 2025 and held it in 4 quarters.
  • Sound Income Strategies's monday.com position peaked at $314 in Q2 2025.
  • 147 funds tracked by Wall St. Rank held monday.com as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.