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Stratos Wealth Advisors’s monday.com MNDY Stock Holding History

Stratos Wealth Advisors’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 		$594K Buy
8,600
+5,492
+177% +$527K 0.04% 358
2025
Q4 		$459K Buy
3,108
+1,850
+147% +$312K 0.02% 453
2025
Q3 		$244K Buy
+1,258
New +$290K 0.01% 608

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JP Morgan Chase
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
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stratos Wealth Advisors's MNDY Position: Q1 2026 in Review

Stratos Wealth Advisors increased its monday.com (MNDY) stake by 177% in Q1 2026, buying an estimated $527K and bringing the position to 8,600 shares worth $594K. The position accounts for 0.04% of the portfolio, ranked #358.

Stratos Wealth Advisors first reported a position in MNDY in Q3 2025 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • Stratos Wealth Advisors held 8,600 shares of monday.com worth $594K as of Q1 2026.
  • Stratos Wealth Advisors bought 5,492 monday.com shares in Q1 2026, an estimated $527K.
  • monday.com made up 0.04% of Stratos Wealth Advisors's portfolio in Q1 2026, its #358 holding.
  • Stratos Wealth Advisors first reported a position in monday.com in Q3 2025 and has held it in 3 quarters since.
  • 304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.