AWA
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Arkadios Wealth Advisors’s Celsius Holdings CELH Stock Holding History

Arkadios Wealth 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 		$957K Buy
26,983
+691
+3% +$32.8K 0.02% 809
2025
Q4 		$1.2M Sell
26,292
-3,183
-11% -$160K 0.02% 621
2025
Q3 		$1.69M Buy
29,475
+1,851
+7% +$96.8K 0.04% 446
2025
Q2 		$1.28M Buy
27,624
+1,437
+5% +$55.4K 0.04% 478
2025
Q1 		$933K Buy
26,187
+16,454
+169% +$448K 0.04% 483
2024
Q4 		$256K Buy
9,733
+622
+7% +$18.4K 0.01% 780
2024
Q3 		$286K Buy
9,111
+1,855
+26% +$77.9K 0.02% 726
2024
Q2 		$414K Buy
7,256
+289
+4% +$21.8K 0.03% 525
2024
Q1 		$578K Sell
6,967
-803
-10% -$55.1K 0.04% 357
2023
Q4 		$424K Buy
7,770
+1,245
+19% +$66.4K 0.04% 413
2023
Q3 		$373K Buy
+6,525
New +$367K 0.04% 418

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