Envestnet Portfolio Solutions
CELH icon

Envestnet Portfolio Solutions’s Celsius Holdings CELH Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$1.03M Sell
28,942
-6,559
-18% -$311K 0.01% 631
2025
Q4 		$1.62M Buy
35,501
+8,624
+32% +$434K 0.01% 598
2025
Q3 		$1.55M Sell
26,877
-1,209
-4% -$63.2K 0.01% 593
2025
Q2 		$1.3M Buy
28,086
+15,159
+117% +$584K ﹤0.01% 701
2025
Q1 		$460K Buy
12,927
+1,435
+12% +$39.1K ﹤0.01% 1084
2024
Q4 		$303K Sell
11,492
-1,345
-10% -$39.9K ﹤0.01% 1504
2024
Q3 		$403K Buy
12,837
+4,328
+51% +$182K ﹤0.01% 1304
2024
Q2 		$486K Buy
8,509
+3,741
+78% +$283K ﹤0.01% 1156
2024
Q1 		$395K Buy
+4,768
New +$327K ﹤0.01% 1211

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return