AGH Wealth Advisors’s Monster Beverage MNST Stock Holding History

AGH Wealth Advisors’s Portfolio MNST Stock Details MNST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$201K	Buy	4,822 +134	+3%	+$6.2K	0.12%	126
2026 Q2	$225K	Buy	+4,688	New	+$197K	0.14%	120
2026 Q1	–	Sell	-5,448	Closed	-$209K	–	127
2025 Q4	$209K	Sell	5,448 -814	-13%	-$29.2K	0.16%	112
2025 Q3	$211K	Sell	6,262 -242	-4%	-$7.55K	0.15%	116
2025 Q2	$204K	Buy	+6,504	New	+$199K	0.17%	125

Other funds holding MNST

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return

AGH Wealth Advisors's MNST Position: Q3 2026 in Review

AGH Wealth Advisors increased its Monster Beverage (MNST) stake by 2.9% in Q3 2026, buying an estimated $6.2K and bringing the position to 4,822 shares worth $201K. The position accounts for 0.12% of the portfolio, ranked #126.

AGH Wealth Advisors first reported a position in MNST in Q2 2025 and has held it in 5 quarters since. The position peaked at $225K in Q2 2026. 600 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

AGH Wealth Advisors held 4,822 shares of Monster Beverage worth $201K as of Q3 2026.
AGH Wealth Advisors bought 134 Monster Beverage shares in Q3 2026, an estimated $6.2K.
Monster Beverage made up 0.12% of AGH Wealth Advisors's portfolio in Q3 2026, its #126 holding.
AGH Wealth Advisors first reported a position in Monster Beverage in Q2 2025 and has held it in 5 quarters since.
AGH Wealth Advisors's Monster Beverage position peaked at $225K in Q2 2026.
600 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.