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Avion Wealth’s Celsius Holdings CELH Stock Holding History

Avion 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
Q3 		– Sell
-18
Closed – – 1451
2026
Q2 		$0 Hold
18
– – ﹤0.01% 1465
2026
Q1 		$0 Hold
18
– – ﹤0.01% 1282
2025
Q4 		$0 Hold
18
– – ﹤0.01% 1277
2025
Q3 		$1K Hold
18
– – ﹤0.01% 964
2025
Q2 		$0 Buy
+18
New +$693 ﹤0.01% 1221
2024
Q4 		– Sell
-26
Closed – – 1037
2024
Q3 		$0 Buy
26
+21
+420% +$882 ﹤0.01% 1040
2024
Q2 		$0 Buy
+5
New +$378 ﹤0.01% 951

Other funds holding CELH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Avion Wealth's CELH Position: Q3 2026 in Review

Avion Wealth sold out of Celsius Holdings (CELH) in Q3 2026, closing a stake of 18 shares.

Avion Wealth first reported a position in CELH in Q2 2024 and held it in 7 quarters. The position peaked at $1K in Q3 2025. 284 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

  • Avion Wealth reported no remaining Celsius Holdings position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 18 Celsius Holdings shares in Q3 2026.
  • Avion Wealth first reported a position in Celsius Holdings in Q2 2024 and held it in 7 quarters.
  • Avion Wealth's Celsius Holdings position peaked at $1K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.