Unique Wealth Strategies’s Monster Beverage MNST Stock Holding History

Unique Wealth Strategies’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 Q4	–	Sell	-8,804	Closed	-$593K	–	251
2025 Q3	$593K	Sell	8,804 -498	-5%	-$31.1K	0.23%	138
2025 Q2	$583K	Sell	9,302 -1,304	-12%	-$79.7K	0.24%	123
2025 Q1	$621K	Buy	+10,606	New	+$553K	0.28%	84
2024 Q3	–	Sell	-194	Closed	-$11.5K	–	493
2024 Q2	$11.5K	Buy	+194	New	+$10.3K	0.01%	308

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Unique Wealth Strategies's MNST Position: Q4 2025 in Review

Unique Wealth Strategies sold out of Monster Beverage (MNST) in Q4 2025, closing a stake of 8,804 shares — an estimated $593K sold.

Unique Wealth Strategies first reported a position in MNST in Q2 2024 and held it in 4 quarters. The position peaked at $621K in Q1 2025. 1,229 funds tracked by Wall St. Rank hold MNST as of Q4 2025.

Unique Wealth Strategies reported no remaining Monster Beverage position as of Q4 2025 after selling out during the quarter.
Unique Wealth Strategies sold 8,804 Monster Beverage shares in Q4 2025, an estimated $593K.
Unique Wealth Strategies first reported a position in Monster Beverage in Q2 2024 and held it in 4 quarters.
Unique Wealth Strategies's Monster Beverage position peaked at $621K in Q1 2025.
1,229 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.