Cetera Investment Advisers
CELH icon

Cetera Investment Advisers’s Celsius Holdings CELH Stock Holding History

Cetera Investment Advisers’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 		$3.78M Sell
106,570
-19,785
-16% -$938K ﹤0.01% 1715
2025
Q4 		$5.78M Buy
126,355
+22,411
+22% +$1.13M 0.01% 1370
2025
Q3 		$5.98M Sell
103,944
-113
-0.1% -$5.91K 0.01% 1297
2025
Q2 		$4.83M Buy
104,057
+11,031
+12% +$425K 0.01% 1218
2025
Q1 		$3.31M Sell
93,026
-1,007
-1% -$27.4K 0.01% 1380
2024
Q4 		$2.48M Sell
94,033
-6,088
-6% -$181K 0.01% 1498
2024
Q3 		$3.14M Sell
100,121
-86,355
-46% -$3.63M 0.01% 1288
2024
Q2 		$10.6M Buy
186,476
+122,011
+189% +$9.22M 0.02% 649
2024
Q1 		$5.35M Buy
64,465
+46,130
+252% +$3.16M 0.01% 951
2023
Q4 		$1,000K Buy
18,335
+8,561
+88% +$457K 0.01% 1102
2023
Q3 		$559K Sell
9,774
-22,188
-69% -$1.25M ﹤0.01% 1362
2023
Q2 		$1.59M Buy
+31,962
New +$1.27M 0.01% 875

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 $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return