B. Riley Wealth Advisors’s Celsius Holdings CELH Stock Holding History

B. Riley Wealth Advisors’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 Q3	–	Sell	-6,432	Closed	-$298K	–	1091
2025 Q2	$298K	Sell	6,432 -350	-5%	-$13.5K	0.01%	719
2025 Q1	$242K	Buy	+6,782	New	+$185K	0.01%	1074
2024 Q3	–	Sell	-9,917	Closed	-$566K	–	1287
2024 Q2	$566K	Buy	9,917 +7,234	+270%	+$547K	0.01%	764
2024 Q1	$460K	Sell	2,683 -4,618	-63%	-$317K	0.01%	832
2023 Q4	$398K	Sell	7,301 -748	-9%	-$39.9K	0.01%	926
2023 Q3	$460K	Sell	8,049 -228	-3%	-$12.8K	0.01%	832
2023 Q2	$412K	Sell	8,277 -654	-7%	-$26K	0.01%	958
2023 Q1	$277K	Sell	8,931 -2,247	-20%	-$70.9K	0.01%	1115
2022 Q4	$388K	Sell	11,178 -2,556	-19%	-$83.4K	0.01%	897
2022 Q3	$416K	Buy	+13,734	New	+$430K	0.01%	840

Other funds holding CELH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

B. Riley Wealth Advisors's CELH Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of Celsius Holdings (CELH) in Q3 2025, closing a stake of 6,432 shares — an estimated $298K sold.

B. Riley Wealth Advisors first reported a position in CELH in Q3 2022 and held it in 10 quarters. The position peaked at $566K in Q2 2024. 626 funds tracked by Wall St. Rank hold CELH as of Q3 2025.

B. Riley Wealth Advisors reported no remaining Celsius Holdings position as of Q3 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 6,432 Celsius Holdings shares in Q3 2025, an estimated $298K.
B. Riley Wealth Advisors first reported a position in Celsius Holdings in Q3 2022 and held it in 10 quarters.
B. Riley Wealth Advisors's Celsius Holdings position peaked at $566K in Q2 2024.
626 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.