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Beaird Harris Wealth Management’s Celsius Holdings CELH Stock Holding History

Beaird Harris 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
Q2 		$176 Hold
6
– – ﹤0.01% 667
2026
Q1 		$213 Hold
6
– – ﹤0.01% 628
2025
Q4 		$275 Hold
6
– – ﹤0.01% 631
2025
Q3 		$345 Buy
+6
New +$314 ﹤0.01% 634
2024
Q2 		– Sell
-12
Closed -$907 – 706
2024
Q1 		$996 Hold
12
– – ﹤0.01% 542
2023
Q4 		$655 Buy
+12
New +$640 ﹤0.01% 551

Other funds holding CELH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Beaird Harris Wealth Management's CELH Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Celsius Holdings (CELH) position steady in Q2 2026 at 6 shares worth $176. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Beaird Harris Wealth Management first reported a position in CELH in Q4 2023 and has held it in 6 quarters since. The position peaked at $996 in Q1 2024. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Beaird Harris Wealth Management held 6 shares of Celsius Holdings worth $176 as of Q2 2026.
  • Beaird Harris Wealth Management left its Celsius Holdings share count unchanged in Q2 2026.
  • Celsius Holdings made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #667 holding.
  • Beaird Harris Wealth Management first reported a position in Celsius Holdings in Q4 2023 and has held it in 6 quarters since.
  • Beaird Harris Wealth Management's Celsius Holdings position peaked at $996 in Q1 2024.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.