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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
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

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

Activest Wealth Management's CELH Position: Q2 2026 in Review

Activest Wealth Management reduced its Celsius Holdings (CELH) stake by 97% in Q2 2026, selling an estimated $91.7K and leaving 99 shares worth $2.9K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Activest Wealth Management first reported a position in CELH in Q3 2024 and has held it in 8 quarters since. The position peaked at $168K in Q3 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Activest Wealth Management held 99 shares of Celsius Holdings worth $2.9K as of Q2 2026.
  • Activest Wealth Management sold 2,908 Celsius Holdings shares in Q2 2026, an estimated $91.7K.
  • Celsius Holdings made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #799 holding.
  • Activest Wealth Management first reported a position in Celsius Holdings in Q3 2024 and has held it in 8 quarters since.
  • Activest Wealth Management's Celsius Holdings position peaked at $168K in Q3 2025.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.