Symphony Financial’s Monster Beverage MNST Stock Holding History

Symphony Financial’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 Q3	–	Sell	-1,178	Closed	-$210K	–	283
2025 Q2	$210K	Buy	+1,178	New	+$72K	0.03%	244

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Symphony Financial's MNST Position: Q3 2025 in Review

Symphony Financial sold out of Monster Beverage (MNST) in Q3 2025, closing a stake of 1,178 shares — an estimated $210K sold.

Symphony Financial first reported a position in MNST in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 1,099 funds tracked by Wall St. Rank hold MNST as of Q3 2025.

Symphony Financial reported no remaining Monster Beverage position as of Q3 2025 after selling out during the quarter.
Symphony Financial sold 1,178 Monster Beverage shares in Q3 2025, an estimated $210K.
Symphony Financial first reported a position in Monster Beverage in Q2 2025 and held it in 1 quarter.
Symphony Financial's Monster Beverage position peaked at $210K in Q2 2025.
1,099 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2025.

Based on Symphony Financial's 13F filing for Q3 2025, filed 31 Oct 2025.