Capstone Investment Advisors
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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
2025
Q2 		– Sell
-325,000
Closed -$11.6M – 1601
2025
Q1 		$11.6M Buy
+325,000
New +$8.86M 0.03% 263

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 $3.38T AUM 44.17% 1-Year Est. Return

Capstone Investment Advisors's CELH Position: Q2 2026 in Review

Capstone Investment Advisors increased its Celsius Holdings (CELH) stake by 1,455% in Q2 2026, buying an estimated $8.15M and bringing the position to 276,454 shares worth $8.09M. The position accounts for 0.02% of the portfolio, ranked #388.

Capstone Investment Advisors first reported a position in CELH in Q3 2023 and has held it in 7 quarters since. The position peaked at $10.6M in Q2 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Capstone Investment Advisors held 276,454 shares of Celsius Holdings worth $8.09M as of Q2 2026.
  • Capstone Investment Advisors bought 258,674 Celsius Holdings shares in Q2 2026, an estimated $8.15M.
  • Celsius Holdings made up 0.02% of Capstone Investment Advisors's portfolio in Q2 2026, its #388 holding.
  • Capstone Investment Advisors first reported a position in Celsius Holdings in Q3 2023 and has held it in 7 quarters since.
  • Capstone Investment Advisors's Celsius Holdings position peaked at $10.6M in Q2 2025.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.