Capstone Investment Advisors
CELH icon

Capstone Investment Advisors’s Celsius Holdings CELH Stock Holding History

Capstone Investment 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 		$631K Buy
17,780
+7,388
+71% +$350K 0.01% 1038
2025
Q4 		$475K Sell
10,392
-55,900
-84% -$2.82M ﹤0.01% 1164
2025
Q3 		$3.81M Sell
66,292
-161,513
-71% -$8.45M 0.03% 556
2025
Q2 		$10.6M Buy
+227,805
New +$8.77M 0.09% 237
2025
Q1 		– Hold
0
– – – 1425
2024
Q4 		– Sell
-6,615
Closed -$207K – 1868
2024
Q3 		$207K Buy
+6,615
New +$278K ﹤0.01% 1571
2023
Q4 		– Sell
-5,349
Closed -$306K – 2144
2023
Q3 		$306K Buy
+5,349
New +$301K 0.01% 1590

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