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Clearstead Trust’s Celsius Holdings CELH Stock Holding History

Clearstead Trust’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 		$3.9K Sell
133
-3
-2% -$95 ﹤0.01% 819
2026
Q1 		$4.83K Hold
136
– – ﹤0.01% 759
2025
Q4 		$6.22K Hold
136
– – ﹤0.01% 707
2025
Q3 		$7.82K Hold
136
– – ﹤0.01% 650
2025
Q2 		$6.31K Buy
136
+3
+2% +$116 ﹤0.01% 699
2025
Q1 		$4.74K Buy
+133
New +$3.63K ﹤0.01% 611

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

Clearstead Trust's CELH Position: Q2 2026 in Review

Clearstead Trust reduced its Celsius Holdings (CELH) stake by 2.2% in Q2 2026, selling an estimated $95 and leaving 133 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Clearstead Trust first reported a position in CELH in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.82K in Q3 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Clearstead Trust held 133 shares of Celsius Holdings worth $3.9K as of Q2 2026.
  • Clearstead Trust sold 3 Celsius Holdings shares in Q2 2026, an estimated $95.
  • Celsius Holdings made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #819 holding.
  • Clearstead Trust first reported a position in Celsius Holdings in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Celsius Holdings position peaked at $7.82K in Q3 2025.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.