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 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's CELH Position: Q1 2026 in Review

Bank of Montreal increased its Celsius Holdings (CELH) stake by 6% in Q1 2026, buying an estimated $270K and bringing the position to 100,663 shares worth $3.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Bank of Montreal first reported a position in CELH in Q2 2018 and has held it in 30 quarters since. The position peaked at $14.5M in Q2 2023. 578 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

Bank of Montreal held 100,663 shares of Celsius Holdings worth $3.57M as of Q1 2026.
Bank of Montreal bought 5,686 Celsius Holdings shares in Q1 2026, an estimated $270K.
Celsius Holdings made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1441 holding.
Bank of Montreal first reported a position in Celsius Holdings in Q2 2018 and has held it in 30 quarters since.
Bank of Montreal's Celsius Holdings position peaked at $14.5M in Q2 2023.
578 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.