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AE Wealth Management’s Celsius Holdings CELH Stock Holding History

AE 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
Q1 		– Sell
-6,241
Closed -$285K – 2606
2025
Q4 		$285K Buy
6,241
+2,091
+50% +$105K ﹤0.01% 1333
2025
Q3 		$239K Buy
+4,150
New +$217K ﹤0.01% 1309
2024
Q2 		– Sell
-4,056
Closed -$336K – 1242
2024
Q1 		$336K Sell
4,056
-66,148
-94% -$4.54M ﹤0.01% 930
2023
Q4 		$3.68M Buy
70,204
+28,156
+67% +$1.5M 0.02% 692
2023
Q3 		$2.41M Sell
42,048
-2,337
-5% -$131K 0.01% 789
2023
Q2 		$2.21M Buy
44,385
+10,056
+29% +$400K 0.01% 816
2023
Q1 		$1.06M Buy
34,329
+1,527
+5% +$48.2K 0.01% 1019
2022
Q4 		$1.14M Buy
32,802
+1,974
+6% +$64.4K 0.01% 936
2022
Q3 		$932K Sell
30,828
-3
-0% -$94 0.01% 970
2022
Q2 		$671K Sell
30,831
-7,890
-20% -$152K 0.01% 1050
2022
Q1 		$712K Buy
38,721
+1,683
+5% +$30.2K ﹤0.01% 1064
2021
Q4 		$921K Sell
37,038
-148,518
-80% -$4.11M 0.01% 957
2021
Q3 		$5.57M Buy
185,556
+177,603
+2,233% +$4.56M 0.05% 357
2021
Q2 		$202K Buy
+7,953
New +$162K ﹤0.01% 1497

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

AE Wealth Management's CELH Position: Q1 2026 in Review

AE Wealth Management sold out of Celsius Holdings (CELH) in Q1 2026, closing a stake of 6,241 shares — an estimated $285K sold.

AE Wealth Management first reported a position in CELH in Q2 2021 and held it in 14 quarters. The position peaked at $5.57M in Q3 2021. 576 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • AE Wealth Management reported no remaining Celsius Holdings position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 6,241 Celsius Holdings shares in Q1 2026, an estimated $285K.
  • AE Wealth Management first reported a position in Celsius Holdings in Q2 2021 and held it in 14 quarters.
  • AE Wealth Management's Celsius Holdings position peaked at $5.57M in Q3 2021.
  • 576 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.