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Wealthspire Advisors (New York)’s Monster Beverage MNST Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		$226K Sell
3,122
-5,173
-62% -$408K ﹤0.01% 818
2025
Q4 		$636K Buy
8,295
+5,112
+161% +$366K 0.01% 545
2025
Q3 		$214K Sell
3,183
-2,093
-40% -$131K ﹤0.01% 772
2025
Q2 		$330K Buy
5,276
+1,185
+29% +$72.4K ﹤0.01% 641
2025
Q1 		$239K Sell
4,091
-5
-0.1% -$261 ﹤0.01% 699
2024
Q4 		$215K Buy
4,096
+166
+4% +$8.8K ﹤0.01% 732
2024
Q3 		$205K Buy
+3,930
New +$195K ﹤0.01% 706
2024
Q2 		– Sell
-4,870
Closed -$289K – 684
2024
Q1 		$289K Sell
4,870
-821
-14% -$47.2K ﹤0.01% 529
2023
Q4 		$328K Buy
+5,691
New +$304K ﹤0.01% 503
2021
Q2 		– Sell
-12,302
Closed -$560K – 552
2021
Q1 		$560K Buy
12,302
+2,924
+31% +$131K 0.01% 363
2020
Q4 		$434K Buy
9,378
+2,474
+36% +$104K 0.01% 333
2020
Q3 		$277K Buy
6,904
+152
+2% +$6K 0.02% 243
2020
Q2 		$234K Sell
6,752
-1,570
-19% -$51.3K 0.02% 238
2020
Q1 		$234K Buy
+8,322
New +$267K 0.01% 447
2019
Q1 		– Sell
-846
Closed -$21K – 513
2018
Q4 		$21K Buy
+846
New +$23K ﹤0.01% 331

Other funds holding MNST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s MNST Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Monster Beverage (MNST) stake by 62% in Q1 2026, selling an estimated $408K and leaving 3,122 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Wealthspire Advisors (New York) first reported a position in MNST in Q4 2018 and has held it in 15 quarters since. The position peaked at $636K in Q4 2025. 1,239 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

  • Wealthspire Advisors (New York) held 3,122 shares of Monster Beverage worth $226K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 5,173 Monster Beverage shares in Q1 2026, an estimated $408K.
  • Monster Beverage made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #818 holding.
  • Wealthspire Advisors (New York) first reported a position in Monster Beverage in Q4 2018 and has held it in 15 quarters since.
  • Wealthspire Advisors (New York)'s Monster Beverage position peaked at $636K in Q4 2025.
  • 1,239 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.