Bank of Montreal’s Celsius Holdings CELH Stock Holding History

Bank of Montreal’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 Q4	–	Sell	-25,000	Closed	-$1.44M	–	3629
2025 Q3	$1.44M	Sell	25,000 -215,000	-90%	-$11.2M	﹤0.01%	1800
2025 Q2	$11.1M	Buy	+240,000	New	+$9.24M	0.01%	931
2024 Q2	–	Sell	-150,000	Closed	-$13.7M	–	3881
2024 Q1	$13.7M	Sell	150,000 -75,000	-33%	-$5.14M	﹤0.01%	867
2023 Q4	$12.5M	Buy	225,000 +105,000	+88%	+$5.6M	﹤0.01%	953
2023 Q3	$7.9M	Buy	+120,000	New	+$6.75M	﹤0.01%	1089
2023 Q2	–	Sell	-90,000	Closed	-$2.81M	–	3999
2023 Q1	$2.81M	Hold	90,000	–	–	﹤0.01%	1515
2022 Q4	$3.14M	Buy	+90,000	New	+$2.94M	﹤0.01%	1556
2021 Q1	–	Sell	-49,500	Closed	-$942K	–	5093
2020 Q4	$942K	Buy	+49,500	New	+$494K	﹤0.01%	2291

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

Bank of Montreal's CELH Position: Q2 2026 in Review

Bank of Montreal increased its Celsius Holdings (CELH) stake by 17% in Q2 2026, buying an estimated $531K and bringing the position to 117,511 shares worth $3.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Bank of Montreal first reported a position in CELH in Q2 2018 and has held it in 31 quarters since. The position peaked at $14.5M in Q2 2023. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Bank of Montreal held 117,511 shares of Celsius Holdings worth $3.44M as of Q2 2026.
Bank of Montreal bought 16,848 Celsius Holdings shares in Q2 2026, an estimated $531K.
Celsius Holdings made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1507 holding.
Bank of Montreal first reported a position in Celsius Holdings in Q2 2018 and has held it in 31 quarters since.
Bank of Montreal's Celsius Holdings position peaked at $14.5M in Q2 2023.
543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.