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Atomi Financial Group’s Celsius Holdings CELH Stock Holding History

Atomi Financial Group’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
2025
Q4 		– Sell
-4,110
Closed -$236K – 1219
2025
Q3 		$236K Buy
+4,110
New +$215K 0.01% 1026
2024
Q3 		– Sell
-8,470
Closed -$484K – 913
2024
Q2 		$484K Sell
8,470
-53
-0.6% -$4.01K 0.04% 412
2024
Q1 		$707K Buy
+8,523
New +$584K 0.07% 246

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atomi Financial Group's CELH Position: Q4 2025 in Review

Atomi Financial Group sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 4,110 shares — an estimated $236K sold.

Atomi Financial Group first reported a position in CELH in Q1 2024 and held it in 3 quarters. The position peaked at $707K in Q1 2024. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

  • Atomi Financial Group reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
  • Atomi Financial Group sold 4,110 Celsius Holdings shares in Q4 2025, an estimated $236K.
  • Atomi Financial Group first reported a position in Celsius Holdings in Q1 2024 and held it in 3 quarters.
  • Atomi Financial Group's Celsius Holdings position peaked at $707K in Q1 2024.
  • 613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on Atomi Financial Group's 13F filing for Q4 2025, filed 19 Feb 2026.