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Action Point Financial Planning’s Celsius Holdings CELH Stock Holding History

Action Point Financial Planning’s Portfolio CELH Stock Details CELH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.74K Buy
+199
New +$6.27K ﹤0.01% 1749

Other funds holding CELH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Action Point Financial Planning's CELH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Celsius Holdings (CELH) in Q2 2026: 199 shares worth $5.74K. The stake represents ﹤0.01% of the portfolio and ranks #1749 among its holdings.

539 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Action Point Financial Planning held 199 shares of Celsius Holdings worth $5.74K as of Q2 2026.
  • Celsius Holdings was a new Action Point Financial Planning position in Q2 2026.
  • Celsius Holdings made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1749 holding.
  • 539 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.