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 Q2	–	Sell	-7,689	Closed	-$273K	–	519
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cyndeo Wealth Partners's CELH Position: Q2 2026 in Review

Cyndeo Wealth Partners sold out of Celsius Holdings (CELH) in Q2 2026, closing a stake of 7,689 shares — an estimated $273K sold.

Cyndeo Wealth Partners first reported a position in CELH in Q3 2023 and held it in 10 quarters. The position peaked at $1.68M in Q1 2024. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Cyndeo Wealth Partners reported no remaining Celsius Holdings position as of Q2 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 7,689 Celsius Holdings shares in Q2 2026, an estimated $273K.
Cyndeo Wealth Partners first reported a position in Celsius Holdings in Q3 2023 and held it in 10 quarters.
Cyndeo Wealth Partners's Celsius Holdings position peaked at $1.68M in Q1 2024.
543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.