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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
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

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