Bartlett & Co Wealth Management’s Celsius Holdings CELH Stock Holding History

Bartlett & Co 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 Q1	$10.1K	Hold	300	–	–	﹤0.01%	922
2025 Q4	$13.7K	Hold	300	–	–	﹤0.01%	890
2025 Q3	$17.2K	Hold	300	–	–	﹤0.01%	843
2025 Q2	$13.9K	Sell	300 -37	-11%	-$1.43K	﹤0.01%	874
2025 Q1	$12K	Buy	337 +37	+12%	+$1.01K	﹤0.01%	898
2024 Q4	$7.9K	Hold	300	–	–	﹤0.01%	930
2024 Q3	$9.41K	Hold	300	–	–	﹤0.01%	919
2024 Q2	$17.1K	Hold	300	–	–	﹤0.01%	838
2024 Q1	$24.9K	Hold	300	–	–	﹤0.01%	789
2023 Q4	$16.6K	Buy	+300	New	+$16K	﹤0.01%	912
2022 Q3	–	Sell	-411	Closed	-$8.94K	–	1194
2022 Q2	$8.94K	Buy	+411	New	+$7.92K	﹤0.01%	891

Other funds holding CELH

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

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

Bartlett & Co Wealth Management's CELH Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Celsius Holdings (CELH) position steady in Q1 2026 at 300 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Bartlett & Co Wealth Management first reported a position in CELH in Q2 2022 and has held it in 11 quarters since. The position peaked at $24.9K in Q1 2024. 576 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

Bartlett & Co Wealth Management held 300 shares of Celsius Holdings worth $10.1K as of Q1 2026.
Bartlett & Co Wealth Management left its Celsius Holdings share count unchanged in Q1 2026.
Celsius Holdings made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #922 holding.
Bartlett & Co Wealth Management first reported a position in Celsius Holdings in Q2 2022 and has held it in 11 quarters since.
Bartlett & Co Wealth Management's Celsius Holdings position peaked at $24.9K in Q1 2024.
576 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.