Fortis Capital Advisors’s Celsius Holdings CELH Stock Holding History

Fortis Capital 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
2025 Q4	–	Sell	-16,463	Closed	-$946K	–	315
2025 Q3	$946K	Sell	16,463 -1,415	-8%	-$74K	0.15%	118
2025 Q2	$829K	Buy	+17,878	New	+$689K	0.15%	112
2024 Q2	–	Sell	-4,762	Closed	-$395K	–	165
2024 Q1	$395K	Buy	+4,762	New	+$326K	0.17%	112
2023 Q1	–	Sell	-1,920	Closed	-$66.6K	–	674
2022 Q4	$66.6K	Buy	+1,920	New	+$62.6K	0.04%	267

Other funds holding CELH

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fortis Capital Advisors's CELH Position: Q4 2025 in Review

Fortis Capital Advisors sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 16,463 shares — an estimated $946K sold.

Fortis Capital Advisors first reported a position in CELH in Q4 2022 and held it in 4 quarters. The position peaked at $946K in Q3 2025. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

Fortis Capital Advisors reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
Fortis Capital Advisors sold 16,463 Celsius Holdings shares in Q4 2025, an estimated $946K.
Fortis Capital Advisors first reported a position in Celsius Holdings in Q4 2022 and held it in 4 quarters.
Fortis Capital Advisors's Celsius Holdings position peaked at $946K in Q3 2025.
613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on Fortis Capital Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.