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VSM Wealth Advisory’s monday.com MNDY Stock Holding History

VSM Wealth Advisory’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
Q4 		– Sell
-50
Closed -$9.69K – 477
2025
Q3 		$9.69K Hold
50
– – ﹤0.01% 343
2025
Q2 		$15.7K Hold
50
– – 0.01% 339
2025
Q1 		$12.2K Hold
50
– – ﹤0.01% 328
2024
Q4 		$11.8K Buy
+50
New +$13.8K ﹤0.01% 325

Other funds holding MNDY

WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

VSM Wealth Advisory's MNDY Position: Q4 2025 in Review

VSM Wealth Advisory sold out of monday.com (MNDY) in Q4 2025, closing a stake of 50 shares — an estimated $9.69K sold.

VSM Wealth Advisory first reported a position in MNDY in Q4 2024 and held it in 4 quarters. The position peaked at $15.7K in Q2 2025. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • VSM Wealth Advisory reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • VSM Wealth Advisory sold 50 monday.com shares in Q4 2025, an estimated $9.69K.
  • VSM Wealth Advisory first reported a position in monday.com in Q4 2024 and held it in 4 quarters.
  • VSM Wealth Advisory's monday.com position peaked at $15.7K in Q2 2025.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on VSM Wealth Advisory's 13F filing for Q4 2025, filed 6 Feb 2026.