Diversify Wealth Management’s Celsius Holdings CELH Stock Holding History

Diversify Wealth Management’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	$1.68M	Sell	58,261 -9,160	-14%	-$289K	0.03%	464
2026 Q1	$2.2M	Buy	67,421 +297	+0.4%	+$14.1K	0.04%	350
2025 Q4	$3.53M	Sell	67,124 -12,347	-16%	-$622K	0.16%	159
2025 Q3	$4.71M	Buy	79,471 +385	+0.5%	+$20.1K	0.27%	107
2025 Q2	$4.33M	Buy	79,086 +3,879	+5%	+$149K	0.27%	114
2025 Q1	$2.67M	Buy	75,207 +22,976	+44%	+$626K	0.2%	139
2024 Q4	$1.4M	Buy	52,231 +2,850	+6%	+$84.5K	0.11%	181
2024 Q3	$1.5M	Buy	49,381 +20,486	+71%	+$860K	0.14%	157
2024 Q2	$1.19M	Buy	+28,895	New	+$2.18M	0.15%	144

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

Diversify Wealth Management's CELH Position: Q2 2026 in Review

Diversify Wealth Management reduced its Celsius Holdings (CELH) stake by 14% in Q2 2026, selling an estimated $289K and leaving 58,261 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #464.

Diversify Wealth Management first reported a position in CELH in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.71M in Q3 2025. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Diversify Wealth Management held 58,261 shares of Celsius Holdings worth $1.68M as of Q2 2026.
Diversify Wealth Management sold 9,160 Celsius Holdings shares in Q2 2026, an estimated $289K.
Celsius Holdings made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #464 holding.
Diversify Wealth Management first reported a position in Celsius Holdings in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Celsius Holdings position peaked at $4.71M in Q3 2025.
541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.