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Congress Asset Management’s Celsius Holdings CELH Stock Holding History

Congress Asset Management’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
Q3 		– Sell
-476,163
Closed -$13.9M – 409
2026
Q2 		$13.9M Sell
476,163
-52,913
-10% -$1.67M 0.09% 183
2026
Q1 		$18.8M Buy
+529,076
New +$25.1M 0.13% 152

Other funds holding CELH

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Congress Asset Management's CELH Position: Q3 2026 in Review

Congress Asset Management sold out of Celsius Holdings (CELH) in Q3 2026, closing a stake of 476,163 shares — an estimated $13.9M sold.

Congress Asset Management first reported a position in CELH in Q1 2026 and held it in 2 quarters. The position peaked at $18.8M in Q1 2026. 11 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

  • Congress Asset Management reported no remaining Celsius Holdings position as of Q3 2026 after selling out during the quarter.
  • Congress Asset Management sold 476,163 Celsius Holdings shares in Q3 2026, an estimated $13.9M.
  • Congress Asset Management first reported a position in Celsius Holdings in Q1 2026 and held it in 2 quarters.
  • Congress Asset Management's Celsius Holdings position peaked at $18.8M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.