UFPG
MNDY icon

United Financial Planning Group’s monday.com MNDY Stock Holding History

United Financial Planning 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
2026
Q1 		– Sell
-35
Closed -$5.17K – 553
2025
Q4 		$5.17K Buy
+35
New +$5.89K ﹤0.01% 268

Other funds holding MNDY

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $99.8B AUM 45.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Financial Planning Group's MNDY Position: Q1 2026 in Review

United Financial Planning Group sold out of monday.com (MNDY) in Q1 2026, closing a stake of 35 shares — an estimated $5.17K sold.

United Financial Planning Group first reported a position in MNDY in Q4 2025 and held it in 1 quarter. The position peaked at $5.17K in Q4 2025. 306 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

  • United Financial Planning Group reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 35 monday.com shares in Q1 2026, an estimated $5.17K.
  • United Financial Planning Group first reported a position in monday.com in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's monday.com position peaked at $5.17K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.