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
2026 Q2	$1.21M	Hold	41,300	–	–	﹤0.01%	1985
2026 Q1	$1.47M	Hold	41,300	–	–	﹤0.01%	1833
2025 Q4	$1.89M	Sell	41,300 -108,000	-72%	-$5.44M	﹤0.01%	1681
2025 Q3	$8.58M	Sell	149,300 -100	-0.1%	-$5.23K	﹤0.01%	1108
2025 Q2	$6.93M	Sell	149,400 -31,900	-18%	-$1.23M	﹤0.01%	1124
2025 Q1	$6.46M	Buy	+181,300	New	+$4.94M	﹤0.01%	1085
2024 Q1	–	Sell	-150,000	Closed	-$8.32M	–	3926
2023 Q4	$8.32M	Hold	150,000	–	–	﹤0.01%	1096
2023 Q3	$9.88M	Buy	+150,000	New	+$8.43M	﹤0.01%	995

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.