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Evolution Wealth Management’s Celsius Holdings CELH Stock Holding History

Evolution 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
Q2 		– Sell
-50
Closed -$1.77K – 939
2026
Q1 		$1.77K Sell
50
-22
-31% -$1.04K ﹤0.01% 755
2025
Q4 		$3.29K Sell
72
-38
-35% -$1.91K ﹤0.01% 594
2025
Q3 		$6.32K Sell
110
-40
-27% -$2.09K 0.01% 416
2025
Q2 		$6.96K Buy
+150
New +$5.78K 0.01% 401

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 $3.37T AUM 44.26% 1-Year Est. Return

Evolution Wealth Management's CELH Position: Q2 2026 in Review

Evolution Wealth Management sold out of Celsius Holdings (CELH) in Q2 2026, closing a stake of 50 shares — an estimated $1.77K sold.

Evolution Wealth Management first reported a position in CELH in Q2 2025 and held it in 4 quarters. The position peaked at $6.96K in Q2 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Evolution Wealth Management reported no remaining Celsius Holdings position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 50 Celsius Holdings shares in Q2 2026, an estimated $1.77K.
  • Evolution Wealth Management first reported a position in Celsius Holdings in Q2 2025 and held it in 4 quarters.
  • Evolution Wealth Management's Celsius Holdings position peaked at $6.96K in Q2 2025.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.