CX Institutional
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CX Institutional’s Celsius Holdings CELH Stock Holding History

CX Institutional’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 		$24K Buy
864
+726
+526% +$21.5K ﹤0.01% 1184
2026
Q2 		$4K Buy
+138
New +$4.35K ﹤0.01% 1383

Other funds holding CELH

Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

CX Institutional's CELH Position: Q3 2026 in Review

CX Institutional increased its Celsius Holdings (CELH) stake by 526% in Q3 2026, buying an estimated $21.5K and bringing the position to 864 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

CX Institutional first reported a position in CELH in Q2 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

  • CX Institutional held 864 shares of Celsius Holdings worth $24K as of Q3 2026.
  • CX Institutional bought 726 Celsius Holdings shares in Q3 2026, an estimated $21.5K.
  • Celsius Holdings made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1184 holding.
  • CX Institutional first reported a position in Celsius Holdings in Q2 2026 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.