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Farther Finance Advisors’s Celsius Holdings CELH Stock Holding History

Farther Finance 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
Q3 		$121K Buy
4,410
+778
+21% +$23.1K ﹤0.01% 2706
2026
Q2 		$106K Buy
3,632
+84
+2% +$2.65K ﹤0.01% 2663
2026
Q1 		$122K Sell
3,548
-296
-8% -$14K ﹤0.01% 2367
2025
Q4 		$176K Buy
3,844
+661
+21% +$33.3K ﹤0.01% 1993
2025
Q3 		$183K Buy
3,183
+737
+30% +$38.5K ﹤0.01% 1653
2025
Q2 		$113K Buy
2,446
+642
+36% +$24.7K ﹤0.01% 1698
2025
Q1 		$64.4K Sell
1,804
-705
-28% -$19.2K ﹤0.01% 1768
2024
Q4 		$66.1K Buy
2,509
+614
+32% +$18.2K ﹤0.01% 1513
2024
Q3 		$59.4K Buy
1,895
+281
+17% +$11.8K ﹤0.01% 1555
2024
Q2 		$93.4K Buy
1,614
+59
+4% +$4.46K ﹤0.01% 1154
2024
Q1 		$128K Sell
1,555
-3,979
-72% -$273K 0.01% 861
2023
Q4 		$302K Buy
5,534
+5,447
+6,261% +$291K 0.02% 441
2023
Q3 		$5.06K Buy
87
+39
+81% +$2.19K ﹤0.01% 1515
2023
Q2 		$2.39K Buy
48
+3
+7% +$119 ﹤0.01% 1689
2023
Q1 		$1.39K Buy
+45
New +$1.42K ﹤0.01% 1758

Other funds holding CELH

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Farther Finance Advisors's CELH Position: Q3 2026 in Review

Farther Finance Advisors increased its Celsius Holdings (CELH) stake by 21% in Q3 2026, buying an estimated $23.1K and bringing the position to 4,410 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2706.

Farther Finance Advisors first reported a position in CELH in Q1 2023 and has held it in 15 quarters since. The position peaked at $302K in Q4 2023. 11 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

  • Farther Finance Advisors held 4,410 shares of Celsius Holdings worth $121K as of Q3 2026.
  • Farther Finance Advisors bought 778 Celsius Holdings shares in Q3 2026, an estimated $23.1K.
  • Celsius Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2706 holding.
  • Farther Finance Advisors first reported a position in Celsius Holdings in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Celsius Holdings position peaked at $302K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.