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Sage Private Wealth Group’s Monster Beverage MNST Stock Holding History

Sage Private Wealth 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
2026
Q1 		$462K Sell
6,382
-450
-7% -$35.5K 0.23% 53
2025
Q4 		$524K Buy
6,832
+350
+5% +$25.1K 0.28% 52
2025
Q3 		$436K Buy
6,482
+85
+1% +$5.31K 0.24% 59
2025
Q2 		$401K Buy
+6,397
New +$391K 0.26% 53

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

Sage Private Wealth Group's MNST Position: Q1 2026 in Review

Sage Private Wealth Group reduced its Monster Beverage (MNST) stake by 6.6% in Q1 2026, selling an estimated $35.5K and leaving 6,382 shares worth $462K. The position accounts for 0.23% of the portfolio, ranked #53.

Sage Private Wealth Group first reported a position in MNST in Q2 2025 and has held it in 4 quarters since. The position peaked at $524K in Q4 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Sage Private Wealth Group held 6,382 shares of Monster Beverage worth $462K as of Q1 2026.
  • Sage Private Wealth Group sold 450 Monster Beverage shares in Q1 2026, an estimated $35.5K.
  • Monster Beverage made up 0.23% of Sage Private Wealth Group's portfolio in Q1 2026, its #53 holding.
  • Sage Private Wealth Group first reported a position in Monster Beverage in Q2 2025 and has held it in 4 quarters since.
  • Sage Private Wealth Group's Monster Beverage position peaked at $524K in Q4 2025.
  • 1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.