Apriem Advisors’s Celsius Holdings CELH Stock Holding History

Apriem 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	$468K	Sell	15,969 -2,171	-12%	-$68.4K	0.04%	127
2026 Q1	$644K	Hold	18,140	–	–	0.06%	110
2025 Q4	$830K	Sell	18,140 -4	-0%	-$202	0.08%	98
2025 Q3	$1.04M	Sell	18,144 -5	-0%	-$261	0.1%	89
2025 Q2	$842K	Hold	18,149	–	–	0.09%	93
2025 Q1	$646K	Hold	18,149	–	–	0.08%	91
2024 Q4	$478K	Buy	18,149 +525	+3%	+$15.6K	0.05%	110
2024 Q3	$553K	Buy	17,624 +5	+0%	+$210	0.06%	96
2024 Q2	$1.01M	Buy	17,619 +2,475	+16%	+$187K	0.12%	76
2024 Q1	$1.26M	Hold	15,144	–	–	0.16%	69
2023 Q4	$826K	Hold	15,144	–	–	0.11%	78
2023 Q3	$866K	Hold	15,144	–	–	0.13%	75
2023 Q2	$753K	Hold	15,144	–	–	0.11%	76
2023 Q1	$469K	Hold	15,144	–	–	0.08%	96
2022 Q4	$525K	Hold	15,144	–	–	0.09%	87
2022 Q3	$458K	Hold	15,144	–	–	0.08%	92
2022 Q2	$329K	Hold	15,144	–	–	0.06%	110
2022 Q1	$279K	Hold	15,144	–	–	0.04%	121
2021 Q4	$376K	Hold	15,144	–	–	0.05%	107
2021 Q3	$455K	Hold	15,144	–	–	0.07%	96
2021 Q2	$384K	Hold	15,144	–	–	0.06%	106
2021 Q1	$243K	Hold	15,144	–	–	0.04%	130
2020 Q4	$254K	Buy	+15,144	New	+$151K	0.05%	113

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 $3.37T AUM 44.26% 1-Year Est. Return

Apriem Advisors's CELH Position: Q2 2026 in Review

Apriem Advisors reduced its Celsius Holdings (CELH) stake by 12% in Q2 2026, selling an estimated $68.4K and leaving 15,969 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #127.

Apriem Advisors first reported a position in CELH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.26M in Q1 2024. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Apriem Advisors held 15,969 shares of Celsius Holdings worth $468K as of Q2 2026.
Apriem Advisors sold 2,171 Celsius Holdings shares in Q2 2026, an estimated $68.4K.
Celsius Holdings made up 0.04% of Apriem Advisors's portfolio in Q2 2026, its #127 holding.
Apriem Advisors first reported a position in Celsius Holdings in Q4 2020 and has held it in 23 quarters since.
Apriem Advisors's Celsius Holdings position peaked at $1.26M in Q1 2024.
543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.