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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Celsius Holdings CELH Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q4 		– Sell
-65
Closed -$3.74K – 550
2025
Q3 		$3.74K Buy
65
+25
+63% +$1.31K ﹤0.01% 451
2025
Q2 		$1.86K Buy
+40
New +$1.54K ﹤0.01% 433

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CELH Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 65 shares — an estimated $3.74K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CELH in Q2 2025 and held it in 2 quarters. The position peaked at $3.74K in Q3 2025. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 65 Celsius Holdings shares in Q4 2025, an estimated $3.74K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Celsius Holdings in Q2 2025 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Celsius Holdings position peaked at $3.74K in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.