Dougherty Wealth Advisers’s Celsius Holdings CELH Stock Holding History

Dougherty Wealth Advisers’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	$5.09K	Buy	+174	New	+$5.49K	﹤0.01%	98

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

Dougherty Wealth Advisers's CELH Position: Q2 2026 in Review

Dougherty Wealth Advisers opened a new position in Celsius Holdings (CELH) in Q2 2026: 174 shares worth $5.09K. The stake represents ﹤0.01% of the portfolio and ranks #98 among its holdings.

541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Dougherty Wealth Advisers held 174 shares of Celsius Holdings worth $5.09K as of Q2 2026.
Celsius Holdings was a new Dougherty Wealth Advisers position in Q2 2026.
Celsius Holdings made up ﹤0.01% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #98 holding.
541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.