EWA
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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
Q2 		$73.5K Buy
2,509
+1,302
+108% +$41K ﹤0.01% 1547
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 – 1733
2022
Q1 		$11K Hold
582
– – ﹤0.01% 927
2021
Q4 		$14K Buy
+582
New +$16.1K ﹤0.01% 816

Other funds holding CELH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's CELH Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Celsius Holdings (CELH) stake by 108% in Q2 2026, buying an estimated $41K and bringing the position to 2,509 shares worth $73.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

EverSource Wealth Advisors first reported a position in CELH in Q4 2021 and has held it in 18 quarters since. The position peaked at $74.3K in Q3 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • EverSource Wealth Advisors held 2,509 shares of Celsius Holdings worth $73.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,302 Celsius Holdings shares in Q2 2026, an estimated $41K.
  • Celsius Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1547 holding.
  • EverSource Wealth Advisors first reported a position in Celsius Holdings in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Celsius Holdings position peaked at $74.3K in Q3 2025.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.