Strategic Wealth Partners
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Strategic Wealth Partners’s Monster Beverage MNST Stock Holding History

Strategic Wealth Partners’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
Q3 		– Sell
-104
Closed -$5K – 1332
2026
Q2 		$5K Hold
104
– – ﹤0.01% 1057
2026
Q1 		$3.77K Hold
104
– – ﹤0.01% 1083
2025
Q4 		$3.99K Hold
104
– – ﹤0.01% 1100
2025
Q3 		$3.5K Hold
104
– – ﹤0.01% 1096
2025
Q2 		$3.26K Buy
+104
New +$3.18K ﹤0.01% 960
2022
Q2 		– Sell
-25,560
Closed -$511K – 266
2022
Q1 		$511K Sell
25,560
-1,556
-6% -$32.6K 0.1% 176
2021
Q4 		$651K Buy
+27,116
New +$603K 0.12% 177
2019
Q2 		– Sell
-240
Closed -$3K – 790
2019
Q1 		$3K Hold
240
– – ﹤0.01% 702
2018
Q4 		$3K Buy
+240
New +$3.26K ﹤0.01% 620

Other funds holding MNST

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Strategic Wealth Partners's MNST Position: Q3 2026 in Review

Strategic Wealth Partners sold out of Monster Beverage (MNST) in Q3 2026, closing a stake of 104 shares — an estimated $5K sold.

Strategic Wealth Partners first reported a position in MNST in Q4 2018 and held it in 9 quarters. The position peaked at $651K in Q4 2021. 1,127 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

  • Strategic Wealth Partners reported no remaining Monster Beverage position as of Q3 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 104 Monster Beverage shares in Q3 2026, an estimated $5K.
  • Strategic Wealth Partners first reported a position in Monster Beverage in Q4 2018 and held it in 9 quarters.
  • Strategic Wealth Partners's Monster Beverage position peaked at $651K in Q4 2021.
  • 1,127 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.