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Institute for Wealth Management’s Monster Beverage MNST Stock Holding History

Institute for Wealth Management’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
Q2 		$412K Sell
8,562
-2
-0% -$84 0.04% 366
2026
Q1 		$310K Buy
8,564
+492
+6% +$19.4K 0.03% 414
2025
Q4 		$309K Buy
8,072
+4
+0% +$143 0.03% 425
2025
Q3 		$272K Buy
8,068
+44
+0.5% +$1.37K 0.03% 477
2025
Q2 		$251K Hold
8,024
– – 0.03% 483
2025
Q1 		$235K Hold
8,024
– – 0.03% 476
2024
Q4 		$211K Hold
8,024
– – 0.03% 475
2024
Q3 		$209K Sell
8,024
-300
-4% -$7.43K 0.03% 515
2024
Q2 		$208K Hold
8,324
– – 0.03% 469
2024
Q1 		$247K Hold
8,324
– – 0.03% 434
2023
Q4 		$240K Sell
8,324
-140
-2% -$3.74K 0.04% 422
2023
Q3 		$224K Sell
8,464
-80
-0.9% -$2.27K 0.04% 410
2023
Q2 		$245K Hold
8,544
– – 0.04% 407
2023
Q1 		$231K Hold
8,544
– – 0.04% 406
2022
Q4 		$217K Buy
+8,544
New +$207K 0.05% 407
2022
Q3 		– Sell
-8,872
Closed -$206K – 492
2022
Q2 		$206K Buy
+8,872
New +$193K 0.04% 485
2022
Q1 		– Sell
-8,872
Closed -$213K – 557
2021
Q4 		$213K Buy
+8,872
New +$197K 0.03% 461
2021
Q3 		– Sell
-8,872
Closed -$203K – 495
2021
Q2 		$203K Hold
8,872
– – 0.04% 463
2021
Q1 		$202K Sell
8,872
-420
-5% -$9.41K 0.04% 449
2020
Q4 		$215K Sell
9,292
-4,352
-32% -$91.4K 0.04% 413
2020
Q3 		$274K Buy
13,644
+388
+3% +$7.66K 0.06% 335
2020
Q2 		$230K Buy
+13,256
New +$216K 0.06% 370
2020
Q1 		– Sell
-13,256
Closed -$211K – 573
2019
Q4 		$211K Buy
+13,256
New +$195K 0.05% 411
2019
Q3 		– Sell
-13,256
Closed -$212K – 455
2019
Q2 		$212K Buy
+13,256
New +$200K 0.05% 424

Other funds holding MNST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Institute for Wealth Management's MNST Position: Q2 2026 in Review

Institute for Wealth Management reduced its Monster Beverage (MNST) stake by 0.02% in Q2 2026, selling an estimated $84 and leaving 8,562 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #366.

Institute for Wealth Management first reported a position in MNST in Q2 2019 and has held it in 24 quarters since. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Institute for Wealth Management held 8,562 shares of Monster Beverage worth $412K as of Q2 2026.
  • Institute for Wealth Management sold 2 Monster Beverage shares in Q2 2026, an estimated $84.
  • Monster Beverage made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #366 holding.
  • Institute for Wealth Management first reported a position in Monster Beverage in Q2 2019 and has held it in 24 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.