Annis Gardner Whiting Capital Advisors’s Celsius Holdings CELH Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-68	Closed	-$2.41K	–	487
2026 Q1	$2.41K	Sell	68 -1	-1%	-$47	﹤0.01%	1032
2025 Q4	$3.16K	Hold	69	–	–	﹤0.01%	915
2025 Q3	$3.97K	Hold	69	–	–	﹤0.01%	814
2025 Q2	$3.2K	Buy	69 +12	+21%	+$462	﹤0.01%	909
2025 Q1	$2.03K	Hold	57	–	–	﹤0.01%	685
2024 Q4	$1.5K	Hold	57	–	–	﹤0.01%	705
2024 Q3	$1.79K	Sell	57 -444	-89%	-$18.6K	﹤0.01%	710
2024 Q2	$28.6K	Hold	501	–	–	0.01%	495
2024 Q1	$41.5K	Buy	501 +444	+779%	+$30.4K	0.01%	410
2023 Q4	$3.11K	Hold	57	–	–	﹤0.01%	591
2023 Q3	$3.26K	Buy	+57	New	+$3.21K	﹤0.01%	567

Other funds holding CELH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's CELH Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Celsius Holdings (CELH) in Q2 2026, closing a stake of 68 shares — an estimated $2.41K sold.

Annis Gardner Whiting Capital Advisors first reported a position in CELH in Q3 2023 and held it in 11 quarters. The position peaked at $41.5K in Q1 2024. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Celsius Holdings position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 68 Celsius Holdings shares in Q2 2026, an estimated $2.41K.
Annis Gardner Whiting Capital Advisors first reported a position in Celsius Holdings in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's Celsius Holdings position peaked at $41.5K in Q1 2024.
543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.