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
-25,000
Closed -$891K – 1602
2025
Q1 		$891K Buy
+25,000
New +$681K ﹤0.01% 919

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's CELH Position: Q1 2026 in Review

Capstone Investment Advisors increased its Celsius Holdings (CELH) stake by 71% in Q1 2026, buying an estimated $350K and bringing the position to 17,780 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Capstone Investment Advisors first reported a position in CELH in Q3 2023 and has held it in 6 quarters since. The position peaked at $10.6M in Q2 2025. 577 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • Capstone Investment Advisors held 17,780 shares of Celsius Holdings worth $631K as of Q1 2026.
  • Capstone Investment Advisors bought 7,388 Celsius Holdings shares in Q1 2026, an estimated $350K.
  • Celsius Holdings made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1038 holding.
  • Capstone Investment Advisors first reported a position in Celsius Holdings in Q3 2023 and has held it in 6 quarters since.
  • Capstone Investment Advisors's Celsius Holdings position peaked at $10.6M in Q2 2025.
  • 577 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.