Aventura Private Wealth’s Celsius Holdings CELH Stock Holding History

Aventura Private Wealth’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 Q2	$1.26K	Buy	43 +25	+139%	+$788	﹤0.01%	871
2026 Q1	$639	Hold	18	–	–	﹤0.01%	832
2025 Q4	$823	Hold	18	–	–	﹤0.01%	763
2025 Q3	$1.03K	Sell	18 -10	-36%	-$523	﹤0.01%	730
2025 Q2	$1.3K	Sell	28 -24	-46%	-$924	﹤0.01%	668
2025 Q1	$1.85K	Sell	52 -45	-46%	-$1.23K	﹤0.01%	613
2024 Q4	$2.56K	Buy	+97	New	+$2.88K	﹤0.01%	560

Other funds holding CELH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aventura Private Wealth's CELH Position: Q2 2026 in Review

Aventura Private Wealth increased its Celsius Holdings (CELH) stake by 139% in Q2 2026, buying an estimated $788 and bringing the position to 43 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Aventura Private Wealth first reported a position in CELH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.56K in Q4 2024. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Aventura Private Wealth held 43 shares of Celsius Holdings worth $1.26K as of Q2 2026.
Aventura Private Wealth bought 25 Celsius Holdings shares in Q2 2026, an estimated $788.
Celsius Holdings made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #871 holding.
Aventura Private Wealth first reported a position in Celsius Holdings in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Celsius Holdings position peaked at $2.56K in Q4 2024.
543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.