Valley Wealth Managers’s monday.com MNDY Stock Holding History

Valley Wealth Managers’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	-13	Closed	-$1.92K	–	355
2025 Q4	$1.92K	Buy	+13	New	+$2.19K	﹤0.01%	329

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 $5.72T AUM 30.48% 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 $235M AUM 40.47% 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

Valley Wealth Managers's MNDY Position: Q1 2026 in Review

Valley Wealth Managers sold out of monday.com (MNDY) in Q1 2026, closing a stake of 13 shares — an estimated $1.92K sold.

Valley Wealth Managers first reported a position in MNDY in Q4 2025 and held it in 1 quarter. The position peaked at $1.92K in Q4 2025. 304 funds tracked by Wall St. Rank hold MNDY as of Q1 2026.

Valley Wealth Managers reported no remaining monday.com position as of Q1 2026 after selling out during the quarter.
Valley Wealth Managers sold 13 monday.com shares in Q1 2026, an estimated $1.92K.
Valley Wealth Managers first reported a position in monday.com in Q4 2025 and held it in 1 quarter.
Valley Wealth Managers's monday.com position peaked at $1.92K in Q4 2025.
304 funds tracked by Wall St. Rank held monday.com as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.