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Bogart Wealth LLC’s Celsius Holdings CELH Stock Holding History

Bogart Wealth LLC’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 		$234 Sell
8
-26
-76% -$820 ﹤0.01% 1894
2026
Q1 		$1.21K Buy
34
+19
+127% +$901 ﹤0.01% 1398
2025
Q4 		$686 Sell
15
-10
-40% -$504 ﹤0.01% 1388
2025
Q3 		$1.44K Sell
25
-504
-95% -$26.4K ﹤0.01% 1220
2025
Q2 		$24.5K Buy
529
+14
+3% +$539 ﹤0.01% 587
2025
Q1 		$18.3K Hold
515
– – ﹤0.01% 607
2024
Q4 		$13.6K Buy
515
+400
+348% +$11.9K ﹤0.01% 669
2024
Q3 		$3.61K Hold
115
– – ﹤0.01% 885
2024
Q2 		$6.57K Buy
+115
New +$8.69K ﹤0.01% 733

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

Bogart Wealth LLC's CELH Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Celsius Holdings (CELH) stake by 76% in Q2 2026, selling an estimated $820 and leaving 8 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Bogart Wealth LLC first reported a position in CELH in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.5K in Q2 2025. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Bogart Wealth LLC held 8 shares of Celsius Holdings worth $234 as of Q2 2026.
  • Bogart Wealth LLC sold 26 Celsius Holdings shares in Q2 2026, an estimated $820.
  • Celsius Holdings made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1894 holding.
  • Bogart Wealth LLC first reported a position in Celsius Holdings in Q2 2024 and has held it in 9 quarters since.
  • Bogart Wealth LLC's Celsius Holdings position peaked at $24.5K in Q2 2025.
  • 541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.