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National Wealth Management Group’s Monster Beverage MNST Stock Holding History

National Wealth Management Group’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
Q1 		– Sell
-32,768
Closed -$861K – 169
2024
Q4 		$861K Buy
32,768
+4,718
+17% +$125K 0.57% 41
2024
Q3 		$732K Buy
+28,050
New +$695K 0.5% 47

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

National Wealth Management Group's MNST Position: Q1 2025 in Review

National Wealth Management Group sold out of Monster Beverage (MNST) in Q1 2025, closing a stake of 32,768 shares — an estimated $861K sold.

National Wealth Management Group first reported a position in MNST in Q3 2024 and held it in 2 quarters. The position peaked at $861K in Q4 2024. 991 funds tracked by Wall St. Rank hold MNST as of Q1 2025.

  • National Wealth Management Group reported no remaining Monster Beverage position as of Q1 2025 after selling out during the quarter.
  • National Wealth Management Group sold 32,768 Monster Beverage shares in Q1 2025, an estimated $861K.
  • National Wealth Management Group first reported a position in Monster Beverage in Q3 2024 and held it in 2 quarters.
  • National Wealth Management Group's Monster Beverage position peaked at $861K in Q4 2024.
  • 991 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2025.

Based on National Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.