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Fortis Group Advisors’s Celsius Holdings CELH Stock Holding History

Fortis Group 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
Q1 		– Sell
-14,191
Closed -$745K – 588
2025
Q4 		$745K Buy
14,191
+53
+0.4% +$2.67K 0.12% 177
2025
Q3 		$852K Buy
+14,138
New +$739K 0.15% 129
2024
Q4 		– Sell
-9,566
Closed -$300K – 506
2024
Q3 		$300K Buy
9,566
+264
+3% +$11.1K 0.06% 156
2024
Q2 		$531K Sell
9,302
-18,054
-66% -$1.36M 0.11% 116
2024
Q1 		$2.27M Buy
+27,356
New +$1.88M 0.42% 57

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fortis Group Advisors's CELH Position: Q1 2026 in Review

Fortis Group Advisors sold out of Celsius Holdings (CELH) in Q1 2026, closing a stake of 14,191 shares — an estimated $745K sold.

Fortis Group Advisors first reported a position in CELH in Q1 2024 and held it in 5 quarters. The position peaked at $2.27M in Q1 2024. 579 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • Fortis Group Advisors reported no remaining Celsius Holdings position as of Q1 2026 after selling out during the quarter.
  • Fortis Group Advisors sold 14,191 Celsius Holdings shares in Q1 2026, an estimated $745K.
  • Fortis Group Advisors first reported a position in Celsius Holdings in Q1 2024 and held it in 5 quarters.
  • Fortis Group Advisors's Celsius Holdings position peaked at $2.27M in Q1 2024.
  • 579 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.