Optivise Advisory Services’s Monster Beverage MNST Stock Holding History

Optivise Advisory Services’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	–	Sell	-3,142	Closed	-$241K	–	206
2025 Q4	$241K	Sell	3,142 -669	-18%	-$47.9K	0.14%	165
2025 Q3	$257K	Sell	3,811 -169	-4%	-$10.5K	0.15%	150
2025 Q2	$249K	Buy	3,980 +400	+11%	+$24.4K	0.13%	167
2025 Q1	$210K	Buy	+3,580	New	+$187K	0.12%	181
2024 Q3	–	Sell	-4,174	Closed	-$209K	–	182
2024 Q2	$209K	Buy	+4,174	New	+$221K	0.11%	176

Other funds holding MNST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optivise Advisory Services's MNST Position: Q1 2026 in Review

Optivise Advisory Services sold out of Monster Beverage (MNST) in Q1 2026, closing a stake of 3,142 shares — an estimated $241K sold.

Optivise Advisory Services first reported a position in MNST in Q2 2024 and held it in 5 quarters. The position peaked at $257K in Q3 2025. 1,237 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Optivise Advisory Services reported no remaining Monster Beverage position as of Q1 2026 after selling out during the quarter.
Optivise Advisory Services sold 3,142 Monster Beverage shares in Q1 2026, an estimated $241K.
Optivise Advisory Services first reported a position in Monster Beverage in Q2 2024 and held it in 5 quarters.
Optivise Advisory Services's Monster Beverage position peaked at $257K in Q3 2025.
1,237 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Optivise Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.