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Atria Wealth Solutions’s Celsius Holdings CELH Stock Holding History

Atria Wealth Solutions’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
Q2 		$201K Sell
4,308
-41,797
-91% -$1.61M ﹤0.01% 1393
2025
Q1 		$1.64M Buy
46,105
+23,282
+102% +$635K 0.02% 707
2024
Q4 		$601K Buy
22,823
+11,528
+102% +$342K 0.01% 1169
2024
Q3 		$354K Sell
11,295
-3,274
-22% -$137K ﹤0.01% 1411
2024
Q2 		$832K Sell
14,569
-6,636
-31% -$502K 0.01% 981
2024
Q1 		$1.76M Buy
21,205
+578
+3% +$39.6K 0.02% 684
2023
Q4 		$1.12M Sell
20,627
-4,831
-19% -$258K 0.01% 814
2023
Q3 		$1.46M Buy
25,458
+1,875
+8% +$105K 0.02% 668
2023
Q2 		$1.17M Buy
23,583
+1,965
+9% +$78.1K 0.02% 778
2023
Q1 		$670K Buy
21,618
+2,898
+15% +$91.4K 0.01% 982
2022
Q4 		$649K Buy
18,720
+996
+6% +$32.5K 0.01% 958
2022
Q3 		$535K Buy
+17,724
New +$555K 0.01% 980

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return