Wealth Enhancement Advisory Services
MNST icon

Wealth Enhancement Advisory Services’s Monster Beverage MNST Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.2M Sell
258,901
-158,483
-38% -$7.34M 0.02% 725
2026
Q2 		$19.1M Buy
417,384
+87,366
+26% +$3.67M 0.03% 452
2026
Q1 		$11.2M Sell
330,018
-10,426
-3% -$411K 0.02% 552
2025
Q4 		$12.9M Buy
340,444
+24,608
+8% +$882K 0.02% 615
2025
Q3 		$10.8M Buy
315,836
+112,862
+56% +$3.52M 0.02% 631
2025
Q2 		$6.4M Buy
202,974
+129,972
+178% +$3.97M 0.01% 799
2025
Q1 		$2.14M Buy
73,002
+16,310
+29% +$425K ﹤0.01% 1211
2024
Q4 		$1.49M Buy
56,692
+6,008
+12% +$159K ﹤0.01% 1322
2024
Q3 		$1.32M Sell
50,684
-5,048
-9% -$125K ﹤0.01% 1259
2024
Q2 		$1.39M Buy
55,732
+6,428
+13% +$170K ﹤0.01% 1141
2024
Q1 		$1.46M Buy
49,304
+1,032
+2% +$29.7K ﹤0.01% 1086
2023
Q4 		$1.39M Sell
48,272
-58,486
-55% -$1.56M ﹤0.01% 1030
2023
Q3 		$2.83M Buy
106,758
+53,274
+100% +$1.51M 0.01% 739
2023
Q2 		$1.54M Buy
53,484
+802
+2% +$22.8K 0.02% 227
2023
Q1 		$1.42M Buy
+52,682
New +$1.35M 0.02% 264
2021
Q2 		– Sell
-54,768
Closed -$1.28M – 295
2021
Q1 		$1.28M Buy
54,768
+2,224
+4% +$49.8K 0.02% 165
2020
Q4 		$1.2M Buy
+52,544
New +$1.1M 0.03% 141
2019
Q4 		– Sell
-74,392
Closed -$1.05M – 229
2019
Q3 		$1.05M Sell
74,392
-10,424
-12% -$158K 0.04% 156
2019
Q2 		$1.39M Buy
84,816
+6,452
+8% +$97.2K 0.06% 121
2019
Q1 		$1.1M Sell
78,364
-21,392
-21% -$305K 0.06% 130
2018
Q4 		$1.39M Buy
99,756
+31,860
+47% +$433K 0.09% 86
2018
Q3 		$883K Buy
+67,896
New +$1.02M 0.05% 127
2018
Q1 		– Sell
-131,824
Closed -$2.1M – 167
2017
Q4 		$2.1M Buy
+131,824
New +$1.97M 0.15% 76

Other funds holding MNST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Wealth Enhancement Advisory Services's MNST Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Monster Beverage (MNST) stake by 38% in Q3 2026, selling an estimated $7.34M and leaving 258,901 shares worth $10.2M. The position accounts for 0.02% of the portfolio, ranked #725.

Wealth Enhancement Advisory Services first reported a position in MNST in Q4 2017 and has held it in 23 quarters since. The position peaked at $19.1M in Q2 2026. 697 funds tracked by Wall St. Rank hold MNST as of Q3 2026.

  • Wealth Enhancement Advisory Services held 258,901 shares of Monster Beverage worth $10.2M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 158,483 Monster Beverage shares in Q3 2026, an estimated $7.34M.
  • Monster Beverage made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #725 holding.
  • Wealth Enhancement Advisory Services first reported a position in Monster Beverage in Q4 2017 and has held it in 23 quarters since.
  • Wealth Enhancement Advisory Services's Monster Beverage position peaked at $19.1M in Q2 2026.
  • 697 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.