AA
CELH icon

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
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

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