Cerity Partners
CELH icon

Cerity Partners’s Celsius Holdings CELH Stock Holding History

Cerity Partners’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 		$1.01M Sell
28,414
-8,927
-24% -$423K ﹤0.01% 1860
2025
Q4 		$1.71M Buy
37,341
+3,263
+10% +$164K ﹤0.01% 1437
2025
Q3 		$1.96M Buy
34,078
+14,921
+78% +$780K ﹤0.01% 1298
2025
Q2 		$889K Buy
+19,157
New +$738K ﹤0.01% 1573
2025
Q1 		– Sell
-20,003
Closed -$537K – 2498
2024
Q4 		$537K Buy
20,003
+1,226
+7% +$36.4K ﹤0.01% 1719
2024
Q3 		$589K Sell
18,777
-122,999
-87% -$5.17M ﹤0.01% 1682
2024
Q2 		$8.09M Sell
141,776
-2,028
-1% -$153K 0.02% 482
2024
Q1 		$11.9M Buy
+143,804
New +$9.86M 0.03% 408

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