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UFPG
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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