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Cornerstone Planning Group’s Celsius Holdings CELH Stock Holding History

Cornerstone Planning Group’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 		– Sell
-6
Closed -$202 – 1882
2026
Q1 		$202 Hold
6
– – ﹤0.01% 1774
2025
Q4 		$323 Hold
6
– – ﹤0.01% 1600
2025
Q3 		$361 Hold
6
– – ﹤0.01% 1554
2025
Q2 		$256 Hold
6
– – ﹤0.01% 1445
2025
Q1 		$224 Hold
6
– – ﹤0.01% 1455
2024
Q4 		$152 Hold
6
– – ﹤0.01% 1338
2024
Q3 		$186 Hold
6
– – ﹤0.01% 1232
2024
Q2 		$249 Hold
6
– – ﹤0.01% 1167
2024
Q1 		$456 Hold
6
– – ﹤0.01% 955
2023
Q4 		$327 Hold
6
– – ﹤0.01% 822
2023
Q3 		$343 Buy
+6
New +$337 ﹤0.01% 956

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

Cornerstone Planning Group's CELH Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Celsius Holdings (CELH) in Q2 2026, closing a stake of 6 shares — an estimated $202 sold.

Cornerstone Planning Group first reported a position in CELH in Q3 2023 and held it in 11 quarters. The position peaked at $456 in Q1 2024. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Celsius Holdings position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 6 Celsius Holdings shares in Q2 2026, an estimated $202.
  • Cornerstone Planning Group first reported a position in Celsius Holdings in Q3 2023 and held it in 11 quarters.
  • Cornerstone Planning Group's Celsius Holdings position peaked at $456 in Q1 2024.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.