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Venturi Wealth Management’s monday.com MNDY Stock Holding History

Venturi Wealth Management’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
2025
Q3 		– Sell
-967
Closed -$304K – 590
2025
Q2 		$304K Sell
967
-21
-2% -$5.85K 0.02% 418
2025
Q1 		$240K Sell
988
-88
-8% -$23.3K 0.01% 500
2024
Q4 		$253K Buy
1,076
+76
+8% +$21.1K 0.01% 489
2024
Q3 		$278K Buy
1,000
+456
+84% +$113K 0.01% 398
2024
Q2 		$131K Buy
+544
New +$115K 0.01% 464

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Venturi Wealth Management's MNDY Position: Q3 2025 in Review

Venturi Wealth Management sold out of monday.com (MNDY) in Q3 2025, closing a stake of 967 shares — an estimated $304K sold.

Venturi Wealth Management first reported a position in MNDY in Q2 2024 and held it in 5 quarters. The position peaked at $304K in Q2 2025. 428 funds tracked by Wall St. Rank hold MNDY as of Q3 2025.

  • Venturi Wealth Management reported no remaining monday.com position as of Q3 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 967 monday.com shares in Q3 2025, an estimated $304K.
  • Venturi Wealth Management first reported a position in monday.com in Q2 2024 and held it in 5 quarters.
  • Venturi Wealth Management's monday.com position peaked at $304K in Q2 2025.
  • 428 funds tracked by Wall St. Rank held monday.com as of Q3 2025.

Based on Venturi Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.