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 Q2	$691K	Buy	23,587 +3,750	+19%	+$118K	﹤0.01%	1190
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

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 $3.37T AUM 44.26% 1-Year Est. Return

Beacon Pointe Advisors's CELH Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Celsius Holdings (CELH) stake by 19% in Q2 2026, buying an estimated $118K and bringing the position to 23,587 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Beacon Pointe Advisors first reported a position in CELH in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q3 2025. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Beacon Pointe Advisors held 23,587 shares of Celsius Holdings worth $691K as of Q2 2026.
Beacon Pointe Advisors bought 3,750 Celsius Holdings shares in Q2 2026, an estimated $118K.
Celsius Holdings made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1190 holding.
Beacon Pointe Advisors first reported a position in Celsius Holdings in Q2 2024 and has held it in 8 quarters since.
Beacon Pointe Advisors's Celsius Holdings position peaked at $1.13M in Q3 2025.
541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.