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Atria Investments’s Celsius Holdings CELH Stock Holding History

Atria Investments’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 		$215K Sell
6,065
-321
-5% -$15.2K ﹤0.01% 1947
2025
Q4 		$292K Buy
6,386
+1,101
+21% +$55.5K ﹤0.01% 1752
2025
Q3 		$304K Buy
5,285
+632
+14% +$33K ﹤0.01% 1711
2025
Q2 		$216K Buy
+4,653
New +$179K ﹤0.01% 1883
2024
Q4 		– Sell
-13,182
Closed -$413K – 1867
2024
Q3 		$413K Sell
13,182
-1,807
-12% -$75.9K 0.01% 1425
2024
Q2 		$856K Sell
14,989
-6,209
-29% -$469K 0.01% 1020
2024
Q1 		$1.76M Buy
21,198
+1,667
+9% +$114K 0.02% 707
2023
Q4 		$1.06M Buy
+19,531
New +$1.04M 0.02% 871

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