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Elevation Wealth Partners’s Celsius Holdings CELH Stock Holding History

Elevation Wealth Partners’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 		$1.31K Sell
48
-112
-70% -$3.32K ﹤0.01% 1288
2026
Q2 		$4.68K Buy
+160
New +$5.04K ﹤0.01% 1034

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
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Elevation Wealth Partners's CELH Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Celsius Holdings (CELH) stake by 70% in Q3 2026, selling an estimated $3.32K and leaving 48 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Elevation Wealth Partners first reported a position in CELH in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.68K in Q2 2026. 11 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

  • Elevation Wealth Partners held 48 shares of Celsius Holdings worth $1.31K as of Q3 2026.
  • Elevation Wealth Partners sold 112 Celsius Holdings shares in Q3 2026, an estimated $3.32K.
  • Celsius Holdings made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1288 holding.
  • Elevation Wealth Partners first reported a position in Celsius Holdings in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Celsius Holdings position peaked at $4.68K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.