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Beacon Pointe Advisors’s Celsius Holdings CELH Stock Holding History

Beacon Pointe 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
2026
Q1 		$704K Buy
19,837
+950
+5% +$45K ﹤0.01% 1144
2025
Q4 		$864K Sell
18,887
-748
-4% -$37.7K 0.01% 879
2025
Q3 		$1.13M Sell
19,635
-2,303
-10% -$120K 0.01% 718
2025
Q2 		$1.02M Buy
21,938
+19
+0.1% +$732 0.01% 670
2025
Q1 		$781K Buy
+21,919
New +$597K 0.01% 702
2024
Q4 		– Sell
-17,935
Closed -$562K – 1218
2024
Q3 		$562K Buy
17,935
+12,608
+237% +$529K 0.01% 809
2024
Q2 		$304K Buy
+5,327
New +$403K ﹤0.01% 1046

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return