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CELH icon

Advisornet Financial’s Celsius Holdings CELH Stock Holding History

Advisornet Financial’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
Q1 		$5.68K Buy
+160
New +$7.58K ﹤0.01% 1701
2024
Q4 		– Sell
-257
Closed -$8.06K – 2015
2024
Q3 		$8.06K Sell
257
-30
-10% -$1.26K ﹤0.01% 1467
2024
Q2 		$16.4K Sell
287
-3
-1% -$227 ﹤0.01% 1162
2024
Q1 		$24K Sell
290
-12
-4% -$823 ﹤0.01% 1022
2023
Q4 		$16.5K Buy
302
+143
+90% +$7.63K ﹤0.01% 1153
2023
Q3 		$9.1K Buy
159
+9
+6% +$506 ﹤0.01% 1265
2023
Q2 		$7.46K Buy
+150
New +$5.96K ﹤0.01% 1408

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return