BOK Financial’s Celsius Holdings CELH Stock Holding History

BOK Financial’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
2025 Q3	–	Sell	-75	Closed	-$3.48K	–	1099
2025 Q2	$3.48K	Sell	75 -16	-18%	-$616	﹤0.01%	1018
2025 Q1	$3.24K	Hold	91	–	–	﹤0.01%	1081
2024 Q4	$2.44K	Sell	91 -130	-59%	-$3.86K	﹤0.01%	1123
2024 Q3	$6.57K	Hold	221	–	–	﹤0.01%	1036
2024 Q2	$12.6K	Sell	221 -192	-46%	-$14.5K	﹤0.01%	937
2024 Q1	$34.1K	Sell	413 -25	-6%	-$1.71K	﹤0.01%	880
2023 Q4	$23.9K	Sell	438 -30	-6%	-$1.6K	﹤0.01%	871
2023 Q3	$23.7K	Buy	468 +30	+7%	+$1.69K	﹤0.01%	833
2023 Q2	$21.8K	Sell	438 -57	-12%	-$2.27K	﹤0.01%	868
2023 Q1	$15.3K	Sell	495 -5,562	-92%	-$175K	﹤0.01%	959
2022 Q4	$210K	Buy	+6,057	New	+$198K	﹤0.01%	843

Other funds holding CELH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return