Focus Partners Wealth
CELH icon

Focus Partners Wealth’s Celsius Holdings CELH Stock Holding History

Focus Partners Wealth’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 		– Sell
-7,803
Closed -$357K – 2683
2025
Q4 		$357K Buy
7,803
+1,649
+27% +$83.1K ﹤0.01% 2133
2025
Q3 		$311K Buy
+6,154
New +$322K ﹤0.01% 1823

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth's CELH Position: Q1 2026 in Review

Focus Partners Wealth sold out of Celsius Holdings (CELH) in Q1 2026, closing a stake of 7,803 shares — an estimated $357K sold.

Focus Partners Wealth first reported a position in CELH in Q3 2025 and held it in 2 quarters. The position peaked at $357K in Q4 2025. 576 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • Focus Partners Wealth reported no remaining Celsius Holdings position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 7,803 Celsius Holdings shares in Q1 2026, an estimated $357K.
  • Focus Partners Wealth first reported a position in Celsius Holdings in Q3 2025 and held it in 2 quarters.
  • Focus Partners Wealth's Celsius Holdings position peaked at $357K in Q4 2025.
  • 576 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.