Cetera Investment Advisers
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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
2025
Q3 		– Sell
-500
Closed -$590 – 4584
2025
Q2 		$590 Buy
+500
New +$19.3K ﹤0.01% 4077

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

Cetera Investment Advisers's CELH Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Celsius Holdings (CELH) stake by 16% in Q1 2026, selling an estimated $938K and leaving 106,570 shares worth $3.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Cetera Investment Advisers first reported a position in CELH in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.6M in Q2 2024. 576 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • Cetera Investment Advisers held 106,570 shares of Celsius Holdings worth $3.78M as of Q1 2026.
  • Cetera Investment Advisers sold 19,785 Celsius Holdings shares in Q1 2026, an estimated $938K.
  • Celsius Holdings made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1715 holding.
  • Cetera Investment Advisers first reported a position in Celsius Holdings in Q2 2023 and has held it in 12 quarters since.
  • Cetera Investment Advisers's Celsius Holdings position peaked at $10.6M in Q2 2024.
  • 576 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.