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 Q2	$4.39M	Buy	150,050 +121,636	+428%	+$3.83M	0.01%	1168
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cerity Partners's CELH Position: Q2 2026 in Review

Cerity Partners increased its Celsius Holdings (CELH) stake by 428% in Q2 2026, buying an estimated $3.83M and bringing the position to 150,050 shares worth $4.39M. The position accounts for 0.01% of the portfolio, ranked #1168.

Cerity Partners first reported a position in CELH in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.9M in Q1 2024. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Cerity Partners held 150,050 shares of Celsius Holdings worth $4.39M as of Q2 2026.
Cerity Partners bought 121,636 Celsius Holdings shares in Q2 2026, an estimated $3.83M.
Celsius Holdings made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1168 holding.
Cerity Partners first reported a position in Celsius Holdings in Q1 2024 and has held it in 9 quarters since.
Cerity Partners's Celsius Holdings position peaked at $11.9M in Q1 2024.
543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.