NW
MNST icon

NewEdge Wealth’s Monster Beverage MNST Stock Holding History

NewEdge Wealth’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
Q1 		$1.14M Sell
15,795
-14,123
-47% -$1.11M 0.01% 584
2025
Q4 		$2.29M Buy
29,918
+13,721
+85% +$983K 0.03% 416
2025
Q3 		$1.1M Buy
16,197
+360
+2% +$22.5K 0.02% 545
2025
Q2 		$963K Sell
15,837
-289
-2% -$17.7K 0.02% 541
2025
Q1 		$944K Buy
16,126
+2,023
+14% +$105K 0.02% 495
2024
Q4 		$741K Sell
14,103
-434
-3% -$23K 0.01% 547
2024
Q3 		$758K Buy
14,537
+2,459
+20% +$122K 0.01% 523
2024
Q2 		$603K Buy
12,078
+178
+1% +$9.44K 0.01% 506
2024
Q1 		$635K Buy
11,900
+7,473
+169% +$430K 0.01% 509
2023
Q4 		$255K Sell
4,427
-137
-3% -$7.32K 0.01% 656
2023
Q3 		$242K Sell
4,564
-753
-14% -$42.8K 0.01% 576
2023
Q2 		$305K Sell
5,317
-95
-2% -$5.4K 0.01% 542
2023
Q1 		$292K Buy
+5,412
New +$278K 0.01% 507
2022
Q4 		– Sell
-4,892
Closed -$213K – 560
2022
Q3 		$213K Sell
4,892
-672
-12% -$31K 0.01% 483
2022
Q2 		$258K Buy
+5,564
New +$242K 0.01% 490

Other funds holding MNST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Wealth's MNST Position: Q1 2026 in Review

NewEdge Wealth reduced its Monster Beverage (MNST) stake by 47% in Q1 2026, selling an estimated $1.11M and leaving 15,795 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #584.

NewEdge Wealth first reported a position in MNST in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.29M in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • NewEdge Wealth held 15,795 shares of Monster Beverage worth $1.14M as of Q1 2026.
  • NewEdge Wealth sold 14,123 Monster Beverage shares in Q1 2026, an estimated $1.11M.
  • Monster Beverage made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #584 holding.
  • NewEdge Wealth first reported a position in Monster Beverage in Q2 2022 and has held it in 15 quarters since.
  • NewEdge Wealth's Monster Beverage position peaked at $2.29M in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.