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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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Wealth Solutions's CELH Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Celsius Holdings (CELH) stake by 91% in Q2 2025, selling an estimated $1.61M and leaving 4,308 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Atria Wealth Solutions first reported a position in CELH in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.76M in Q1 2024. 553 funds tracked by Wall St. Rank hold CELH as of Q2 2025.

  • Atria Wealth Solutions held 4,308 shares of Celsius Holdings worth $201K as of Q2 2025.
  • Atria Wealth Solutions sold 41,797 Celsius Holdings shares in Q2 2025, an estimated $1.61M.
  • Celsius Holdings made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1393 holding.
  • Atria Wealth Solutions first reported a position in Celsius Holdings in Q3 2022 and has held it in 12 quarters since.
  • Atria Wealth Solutions's Celsius Holdings position peaked at $1.76M in Q1 2024.
  • 553 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.