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Cyndeo Wealth Partners’s Celsius Holdings CELH Stock Holding History

Cyndeo Wealth Partners’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
Q1 		$273K Sell
7,689
-54
-0.7% -$2.56K 0.01% 423
2025
Q4 		$354K Hold
7,743
– – 0.02% 377
2025
Q3 		$445K Hold
7,743
– – 0.02% 325
2025
Q2 		$359K Buy
+7,743
New +$298K 0.02% 353
2025
Q1 		– Sell
-17,743
Closed -$467K – 455
2024
Q4 		$467K Sell
17,743
-2,621
-13% -$77.7K 0.03% 305
2024
Q3 		$639K Buy
20,364
+1
+0% +$42 0.04% 265
2024
Q2 		$1.16M Buy
20,363
+45
+0.2% +$3.4K 0.09% 194
2024
Q1 		$1.68M Buy
20,318
+16,206
+394% +$1.11M 0.14% 165
2023
Q4 		$224K Sell
4,112
-20,812
-84% -$1.11M 0.02% 343
2023
Q3 		$1.43M Buy
+24,924
New +$1.4M 0.15% 151

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return