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EWA
EverSource Wealth Advisors’s
Celsius Holdings
CELH
Stock Holding History
EverSource Wealth Advisors’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
$42.8K
Sell
1,207
-294
-20%
-$13.9K
﹤0.01%
2015
2025
Q4
$68.7K
Buy
1,501
+208
+16%
+$10.5K
﹤0.01%
1524
2025
Q3
$74.3K
Buy
1,293
+174
+16%
+$9.1K
﹤0.01%
1426
2025
Q2
$51.9K
Buy
1,119
+794
+244%
+$30.6K
﹤0.01%
1590
2025
Q1
$11.6K
Buy
325
+240
+282%
+$6.54K
﹤0.01%
2028
2024
Q4
$2.24K
Buy
85
+48
+130%
+$1.42K
﹤0.01%
2671
2024
Q3
$1.16K
Sell
37
-570
-94%
-$23.9K
﹤0.01%
2689
2024
Q2
$28.4K
Buy
607
+221
+57%
+$16.7K
﹤0.01%
1346
2024
Q1
$27.5K
Buy
386
+374
+3,117%
+$25.6K
﹤0.01%
1218
2023
Q4
$654
Sell
12
-3
-20%
-$160
﹤0.01%
2472
2023
Q3
$901
Buy
15
+3
+25%
+$169
﹤0.01%
2272
2023
Q2
$597
Hold
12
–
–
﹤0.01%
2314
2023
Q1
$372
Sell
12
-15
-56%
-$473
﹤0.01%
2279
2022
Q4
$936
Hold
27
–
–
﹤0.01%
2112
2022
Q3
$1K
Buy
+27
New
+$846
﹤0.01%
1788
2022
Q2
–
Sell
-582
Closed
-$11K
–
1734
2022
Q1
$11K
Hold
582
–
–
﹤0.01%
927
2021
Q4
$14K
Buy
+582
New
+$16.1K
﹤0.01%
816
Other funds holding CELH
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
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
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Westfield Capital Management
Boston, Massachusetts
$23.8B AUM
49.45%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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