HWA
MNST icon

Heartwood Wealth Advisors’s Monster Beverage MNST Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-38
Closed -$1.28K – 450
2025
Q3 		$1.28K Buy
+38
New +$1.19K ﹤0.01% 536

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Heartwood Wealth Advisors's MNST Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Monster Beverage (MNST) in Q4 2025, closing a stake of 38 shares — an estimated $1.28K sold.

Heartwood Wealth Advisors first reported a position in MNST in Q3 2025 and held it in 1 quarter. The position peaked at $1.28K in Q3 2025. 1,230 funds tracked by Wall St. Rank hold MNST as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Monster Beverage position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 38 Monster Beverage shares in Q4 2025, an estimated $1.28K.
  • Heartwood Wealth Advisors first reported a position in Monster Beverage in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Monster Beverage position peaked at $1.28K in Q3 2025.
  • 1,230 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.