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 Q2	$733K	Sell	25,018 -3,924	-14%	-$124K	﹤0.01%	832
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

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 $3.38T AUM 44.17% 1-Year Est. Return

Envestnet Portfolio Solutions's CELH Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Celsius Holdings (CELH) stake by 14% in Q2 2026, selling an estimated $124K and leaving 25,018 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Envestnet Portfolio Solutions first reported a position in CELH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.62M in Q4 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Envestnet Portfolio Solutions held 25,018 shares of Celsius Holdings worth $733K as of Q2 2026.
Envestnet Portfolio Solutions sold 3,924 Celsius Holdings shares in Q2 2026, an estimated $124K.
Celsius Holdings made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #832 holding.
Envestnet Portfolio Solutions first reported a position in Celsius Holdings in Q1 2024 and has held it in 10 quarters since.
Envestnet Portfolio Solutions's Celsius Holdings position peaked at $1.62M in Q4 2025.
543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.