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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
-17,608
Closed -$593K – 251
2025
Q3 		$593K Sell
17,608
-996
-5% -$31.1K 0.23% 138
2025
Q2 		$583K Sell
18,604
-2,608
-12% -$79.7K 0.24% 123
2025
Q1 		$621K Buy
+21,212
New +$553K 0.28% 84
2024
Q3 		– Sell
-388
Closed -$11.5K – 493
2024
Q2 		$11.5K Buy
+388
New +$10.3K 0.01% 308

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $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 17,608 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. 1,232 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 17,608 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.
  • 1,232 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.