Activest Wealth Management’s Celsius Holdings CELH Stock Holding History

Activest Wealth Management’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 Q3	$109	Sell	4 -95	-96%	-$2.82K	﹤0.01%	1003
2026 Q2	$2.9K	Sell	99 -2,908	-97%	-$91.7K	﹤0.01%	799
2026 Q1	$107K	Sell	3,007 -10	-0.3%	-$474	0.02%	223
2025 Q4	$138K	Buy	3,017 +98	+3%	+$4.94K	0.03%	188
2025 Q3	$168K	Buy	2,919 +112	+4%	+$5.86K	0.03%	143
2025 Q2	$130K	Hold	2,807	–	–	0.03%	124
2025 Q1	$100K	Buy	2,807 +17	+0.6%	+$463	0.03%	132
2024 Q4	$73.5K	Buy	2,790 +1,543	+124%	+$45.8K	0.02%	144
2024 Q3	$39.1K	Buy	+1,247	New	+$52.4K	0.01%	196

Other funds holding CELH

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Activest Wealth Management's CELH Position: Q3 2026 in Review

Activest Wealth Management reduced its Celsius Holdings (CELH) stake by 96% in Q3 2026, selling an estimated $2.82K and leaving 4 shares worth $109. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Activest Wealth Management first reported a position in CELH in Q3 2024 and has held it in 9 quarters since. The position peaked at $168K in Q3 2025. 284 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

Activest Wealth Management held 4 shares of Celsius Holdings worth $109 as of Q3 2026.
Activest Wealth Management sold 95 Celsius Holdings shares in Q3 2026, an estimated $2.82K.
Celsius Holdings made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #1003 holding.
Activest Wealth Management first reported a position in Celsius Holdings in Q3 2024 and has held it in 9 quarters since.
Activest Wealth Management's Celsius Holdings position peaked at $168K in Q3 2025.
284 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.