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Cassaday & Co Wealth Management’s Celsius Holdings CELH Stock Holding History

Cassaday & Co Wealth Management’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 		$19.8K Buy
676
+627
+1,280% +$19.8K ﹤0.01% 774
2026
Q1 		$1.74K Buy
+49
New +$2.32K ﹤0.01% 1082

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

Cassaday & Co Wealth Management's CELH Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Celsius Holdings (CELH) stake by 1,280% in Q2 2026, buying an estimated $19.8K and bringing the position to 676 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Cassaday & Co Wealth Management first reported a position in CELH in Q1 2026 and has held it in 2 quarters since. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Cassaday & Co Wealth Management held 676 shares of Celsius Holdings worth $19.8K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 627 Celsius Holdings shares in Q2 2026, an estimated $19.8K.
  • Celsius Holdings made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #774 holding.
  • Cassaday & Co Wealth Management first reported a position in Celsius Holdings in Q1 2026 and has held it in 2 quarters since.
  • 541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.