Avantax Advisory Services’s Celsius Holdings CELH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$373K Sell
8,034
-6,193
-44% -$239K ﹤0.01% 1763
2025
Q1
$507K Buy
14,227
+6,071
+74% +$165K ﹤0.01% 1490
2024
Q4
$215K Buy
+8,156
New +$242K ﹤0.01% 2013

Other funds holding CELH

Avantax Advisory Services's CELH Position: Q2 2025 in Review

Avantax Advisory Services reduced its Celsius Holdings (CELH) stake by 44% in Q2 2025, selling an estimated $239K and leaving 8,034 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Avantax Advisory Services first reported a position in CELH in Q4 2024 and has held it in 3 quarters since. The position peaked at $507K in Q1 2025. 552 funds tracked by Wall St. Rank hold CELH as of Q2 2025.

  • Avantax Advisory Services held 8,034 shares of Celsius Holdings worth $373K as of Q2 2025.
  • Avantax Advisory Services sold 6,193 Celsius Holdings shares in Q2 2025, an estimated $239K.
  • Celsius Holdings made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1763 holding.
  • Avantax Advisory Services first reported a position in Celsius Holdings in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Celsius Holdings position peaked at $507K in Q1 2025.
  • 552 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.