Aspect Partners
CELH icon

Aspect Partners’s Celsius Holdings CELH Stock Holding History

Aspect Partners’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
Q3 		$4.92K Buy
180
+13
+8% +$386 ﹤0.01% 401
2026
Q2 		$4.89K Buy
167
+2
+1% +$63 ﹤0.01% 419
2026
Q1 		$5.85K Buy
165
+27
+20% +$1.28K ﹤0.01% 339
2025
Q4 		$6.31K Buy
138
+10
+8% +$504 ﹤0.01% 339
2025
Q3 		$7.36K Buy
+128
New +$6.69K ﹤0.01% 355

Other funds holding CELH

Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Aspect Partners's CELH Position: Q3 2026 in Review

Aspect Partners increased its Celsius Holdings (CELH) stake by 7.8% in Q3 2026, buying an estimated $386 and bringing the position to 180 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Aspect Partners first reported a position in CELH in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.36K in Q3 2025. 84 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

  • Aspect Partners held 180 shares of Celsius Holdings worth $4.92K as of Q3 2026.
  • Aspect Partners bought 13 Celsius Holdings shares in Q3 2026, an estimated $386.
  • Celsius Holdings made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #401 holding.
  • Aspect Partners first reported a position in Celsius Holdings in Q3 2025 and has held it in 5 quarters since.
  • Aspect Partners's Celsius Holdings position peaked at $7.36K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.