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Avior Wealth Management’s Celsius Holdings CELH Stock Holding History

Avior Wealth Management’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 		$411K Buy
14,042
+3,815
+37% +$120K 0.01% 573
2026
Q1 		$363K Buy
10,227
+1,362
+15% +$64.6K 0.01% 628
2025
Q4 		$405K Buy
+8,865
New +$447K 0.01% 525
2025
Q1 		– Sell
-147
Closed -$3.87K – 1004
2024
Q4 		$3.87K Sell
147
-222
-60% -$6.58K ﹤0.01% 1950
2024
Q3 		$11.6K Buy
369
+260
+239% +$10.9K ﹤0.01% 1506
2024
Q2 		$6.22K Buy
109
+15
+16% +$1.13K ﹤0.01% 1664
2024
Q1 		$7.79K Buy
+94
New +$6.45K ﹤0.01% 1945

Other funds holding CELH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Avior Wealth Management's CELH Position: Q2 2026 in Review

Avior Wealth Management increased its Celsius Holdings (CELH) stake by 37% in Q2 2026, buying an estimated $120K and bringing the position to 14,042 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #573.

Avior Wealth Management first reported a position in CELH in Q1 2024 and has held it in 7 quarters since. 539 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Avior Wealth Management held 14,042 shares of Celsius Holdings worth $411K as of Q2 2026.
  • Avior Wealth Management bought 3,815 Celsius Holdings shares in Q2 2026, an estimated $120K.
  • Celsius Holdings made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #573 holding.
  • Avior Wealth Management first reported a position in Celsius Holdings in Q1 2024 and has held it in 7 quarters since.
  • 539 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.