Creative Planning
CELH icon

Creative Planning’s Celsius Holdings CELH Stock Holding History

Creative Planning’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 		$1.61M Buy
54,867
+12,298
+29% +$388K ﹤0.01% 2261
2026
Q1 		$1.51M Sell
42,569
-2,247
-5% -$107K ﹤0.01% 2133
2025
Q4 		$2.05M Buy
44,816
+2,296
+5% +$116K ﹤0.01% 1713
2025
Q3 		$2.44M Buy
42,520
+2,131
+5% +$111K ﹤0.01% 1381
2025
Q2 		$1.87M Buy
40,389
+4,958
+14% +$191K ﹤0.01% 1378
2025
Q1 		$1.26M Buy
35,431
+6,904
+24% +$188K ﹤0.01% 1525
2024
Q4 		$751K Sell
28,527
-1,933
-6% -$57.3K ﹤0.01% 1879
2024
Q3 		$955K Buy
30,460
+8,966
+42% +$377K ﹤0.01% 1549
2024
Q2 		$1.23M Buy
21,494
+7,051
+49% +$533K ﹤0.01% 1268
2024
Q1 		$1.2M Buy
14,443
+897
+7% +$61.5K ﹤0.01% 1222
2023
Q4 		$739K Buy
13,546
+1,048
+8% +$55.9K ﹤0.01% 1440
2023
Q3 		$715K Sell
12,498
-1,236
-9% -$69.5K ﹤0.01% 1330
2023
Q2 		$683K Buy
13,734
+13,692
+32,600% +$544K ﹤0.01% 1362
2023
Q1 		$1.3K Buy
+42
New +$1.32K ﹤0.01% 2531
2021
Q2 		– Sell
-64,140
Closed -$1.03M – 2156
2021
Q1 		$1.03M Sell
64,140
-71,745
-53% -$1.35M ﹤0.01% 1013
2020
Q4 		$2.28M Buy
135,885
+9,255
+7% +$92.4K 0.01% 619
2020
Q3 		$959K Buy
126,630
+8,880
+8% +$53.6K ﹤0.01% 819
2020
Q2 		$462K Hold
117,750
– – ﹤0.01% 1072
2020
Q1 		$165K Buy
+117,750
New +$208K ﹤0.01% 1433
2017
Q3 		– Sell
-3
Closed – – 2176
2017
Q2 		$0 Buy
+3
New +$4 ﹤0.01% 4635

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

Creative Planning's CELH Position: Q2 2026 in Review

Creative Planning increased its Celsius Holdings (CELH) stake by 29% in Q2 2026, buying an estimated $388K and bringing the position to 54,867 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

Creative Planning first reported a position in CELH in Q2 2017 and has held it in 20 quarters since. The position peaked at $2.44M in Q3 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Creative Planning held 54,867 shares of Celsius Holdings worth $1.61M as of Q2 2026.
  • Creative Planning bought 12,298 Celsius Holdings shares in Q2 2026, an estimated $388K.
  • Celsius Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2261 holding.
  • Creative Planning first reported a position in Celsius Holdings in Q2 2017 and has held it in 20 quarters since.
  • Creative Planning's Celsius Holdings position peaked at $2.44M in Q3 2025.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.