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Decision Investments’s Celsius Holdings CELH Stock Holding History

Decision Investments’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 		– Sell
-8,000
Closed -$234K – 149
2026
Q2 		$234K Buy
+8,000
New +$252K 0.21% 96

Other funds holding CELH

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Decision Investments's CELH Position: Q3 2026 in Review

Decision Investments sold out of Celsius Holdings (CELH) in Q3 2026, closing a stake of 8,000 shares — an estimated $234K sold.

Decision Investments first reported a position in CELH in Q2 2026 and held it in 1 quarter. The position peaked at $234K in Q2 2026. 11 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

  • Decision Investments reported no remaining Celsius Holdings position as of Q3 2026 after selling out during the quarter.
  • Decision Investments sold 8,000 Celsius Holdings shares in Q3 2026, an estimated $234K.
  • Decision Investments first reported a position in Celsius Holdings in Q2 2026 and held it in 1 quarter.
  • Decision Investments's Celsius Holdings position peaked at $234K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.