EPG Wealth Management
CELH icon

EPG Wealth Management’s Celsius Holdings CELH Stock Holding History

EPG 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
Q3 		$583K Buy
21,327
+1,739
+9% +$51.6K 0.13% 139
2026
Q2 		$574K Buy
19,588
+1,388
+8% +$43.8K 0.14% 136
2026
Q1 		$646K Buy
18,200
+1,108
+6% +$52.5K 0.18% 131
2025
Q4 		$782K Buy
17,092
+779
+5% +$39.2K 0.21% 116
2025
Q3 		$938K Buy
16,313
+1,998
+14% +$104K 0.26% 109
2025
Q2 		$664K Buy
14,315
+172
+1% +$6.62K 0.2% 122
2025
Q1 		$504K Buy
14,143
+2,494
+21% +$68K 0.14% 164
2024
Q4 		$307K Buy
11,649
+379
+3% +$11.2K 0.08% 194
2024
Q3 		$353K Buy
+11,270
New +$473K 0.09% 187

Other funds holding CELH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Sachem Head Capital Management
Sachem Head Capital Management New York $3.97B AUM 45.91% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

EPG Wealth Management's CELH Position: Q3 2026 in Review

EPG Wealth Management increased its Celsius Holdings (CELH) stake by 8.9% in Q3 2026, buying an estimated $51.6K and bringing the position to 21,327 shares worth $583K. The position accounts for 0.13% of the portfolio, ranked #139.

EPG Wealth Management first reported a position in CELH in Q3 2024 and has held it in 9 quarters since. The position peaked at $938K in Q3 2025. 394 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

  • EPG Wealth Management held 21,327 shares of Celsius Holdings worth $583K as of Q3 2026.
  • EPG Wealth Management bought 1,739 Celsius Holdings shares in Q3 2026, an estimated $51.6K.
  • Celsius Holdings made up 0.13% of EPG Wealth Management's portfolio in Q3 2026, its #139 holding.
  • EPG Wealth Management first reported a position in Celsius Holdings in Q3 2024 and has held it in 9 quarters since.
  • EPG Wealth Management's Celsius Holdings position peaked at $938K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.