DiNuzzo Private Wealth’s Celsius Holdings CELH Stock Holding History

DiNuzzo Private Wealth’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	-2	Closed	-$71	–	1352
2026 Q1	$71	Sell	2 -9	-82%	-$427	﹤0.01%	1291
2025 Q4	$504	Buy	11 +9	+450%	+$453	﹤0.01%	1085
2025 Q3	$126	Hold	2	–	–	﹤0.01%	1294
2025 Q2	$93	Hold	2	–	–	﹤0.01%	1303
2025 Q1	$72	Sell	2 -2	-50%	-$55	﹤0.01%	1313
2024 Q4	$106	Sell	4 -1	-20%	-$30	﹤0.01%	1332
2024 Q3	$157	Sell	5 -8	-62%	-$336	﹤0.01%	1325
2024 Q2	$743	Buy	13 +8	+160%	+$605	﹤0.01%	909
2024 Q1	$415	Sell	5 -2	-29%	-$137	﹤0.01%	1034
2023 Q4	$382	Buy	+7	New	+$374	﹤0.01%	1063

Other funds holding CELH

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Capelight Capital Asset Management New York $201M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return