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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
Q2 		$528K Buy
10,990
+4,746
+76% +$199K ﹤0.01% 781
2026
Q1 		$226K Sell
6,244
-10,346
-62% -$408K ﹤0.01% 818
2025
Q4 		$636K Buy
16,590
+10,224
+161% +$366K 0.01% 545
2025
Q3 		$214K Sell
6,366
-4,186
-40% -$131K ﹤0.01% 772
2025
Q2 		$330K Buy
10,552
+2,370
+29% +$72.4K ﹤0.01% 641
2025
Q1 		$239K Sell
8,182
-10
-0.1% -$261 ﹤0.01% 699
2024
Q4 		$215K Buy
8,192
+332
+4% +$8.8K ﹤0.01% 732
2024
Q3 		$205K Buy
+7,860
New +$195K ﹤0.01% 706
2024
Q2 		– Sell
-9,740
Closed -$289K – 684
2024
Q1 		$289K Sell
9,740
-1,642
-14% -$47.2K ﹤0.01% 529
2023
Q4 		$328K Buy
+11,382
New +$304K ﹤0.01% 503
2021
Q2 		– Sell
-24,604
Closed -$560K – 552
2021
Q1 		$560K Buy
24,604
+5,848
+31% +$131K 0.01% 363
2020
Q4 		$434K Buy
18,756
+4,948
+36% +$104K 0.01% 333
2020
Q3 		$277K Buy
13,808
+304
+2% +$6K 0.02% 243
2020
Q2 		$234K Sell
13,504
-3,140
-19% -$51.3K 0.02% 238
2020
Q1 		$234K Buy
+16,644
New +$267K 0.01% 447
2019
Q1 		– Sell
-1,692
Closed -$21K – 513
2018
Q4 		$21K Buy
+1,692
New +$23K ﹤0.01% 331

Other funds holding MNST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s MNST Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Monster Beverage (MNST) stake by 76% in Q2 2026, buying an estimated $199K and bringing the position to 10,990 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Wealthspire Advisors (New York) first reported a position in MNST in Q4 2018 and has held it in 16 quarters since. The position peaked at $636K in Q4 2025. 1,374 funds tracked by Wall St. Rank hold MNST as of Q2 2026.

  • Wealthspire Advisors (New York) held 10,990 shares of Monster Beverage worth $528K as of Q2 2026.
  • Wealthspire Advisors (New York) bought 4,746 Monster Beverage shares in Q2 2026, an estimated $199K.
  • Monster Beverage made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #781 holding.
  • Wealthspire Advisors (New York) first reported a position in Monster Beverage in Q4 2018 and has held it in 16 quarters since.
  • Wealthspire Advisors (New York)'s Monster Beverage position peaked at $636K in Q4 2025.
  • 1,374 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.