Disciplined Growth Investors’s Celsius Holdings CELH Stock Holding History

Disciplined Growth Investors’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	$42.9M	Buy	1,466,503 +28,852	+2%	+$910K	0.73%	37
2026 Q1	$51M	Sell	1,437,651 -87,496	-6%	-$4.15M	1.04%	30
2025 Q4	$69.8M	Buy	1,525,147 +836,947	+122%	+$42.2M	1.34%	30
2025 Q3	$39.6M	Sell	688,200 -28,503	-4%	-$1.49M	0.72%	36
2025 Q2	$33.2M	Sell	716,703 -4,561	-0.6%	-$176K	0.64%	41
2025 Q1	$25.7M	Buy	+721,264	New	+$19.7M	0.53%	43

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

Disciplined Growth Investors's CELH Position: Q2 2026 in Review

Disciplined Growth Investors increased its Celsius Holdings (CELH) stake by 2% in Q2 2026, buying an estimated $910K and bringing the position to 1,466,503 shares worth $42.9M. The position accounts for 0.73% of the portfolio, ranked #37.

Disciplined Growth Investors first reported a position in CELH in Q1 2025 and has held it in 6 quarters since. The position peaked at $69.8M in Q4 2025. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Disciplined Growth Investors held 1,466,503 shares of Celsius Holdings worth $42.9M as of Q2 2026.
Disciplined Growth Investors bought 28,852 Celsius Holdings shares in Q2 2026, an estimated $910K.
Celsius Holdings made up 0.73% of Disciplined Growth Investors's portfolio in Q2 2026, its #37 holding.
Disciplined Growth Investors first reported a position in Celsius Holdings in Q1 2025 and has held it in 6 quarters since.
Disciplined Growth Investors's Celsius Holdings position peaked at $69.8M in Q4 2025.
541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Disciplined Growth Investors's 13F filing for Q2 2026, filed 14 Aug 2026.