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Forum Financial Management’s Celsius Holdings CELH Stock Holding History

Forum Financial Management’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
-4,975
Closed -$228K – 449
2025
Q4 		$228K Sell
4,975
-7
-0.1% -$353 ﹤0.01% 895
2025
Q3 		$286K Buy
+4,982
New +$260K ﹤0.01% 773
2024
Q2 		– Sell
-3,026
Closed -$251K – 731
2024
Q1 		$251K Buy
+3,026
New +$207K ﹤0.01% 588

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

Forum Financial Management's CELH Position: Q1 2026 in Review

Forum Financial Management sold out of Celsius Holdings (CELH) in Q1 2026, closing a stake of 4,975 shares — an estimated $228K sold.

Forum Financial Management first reported a position in CELH in Q1 2024 and held it in 3 quarters. The position peaked at $286K in Q3 2025. 579 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • Forum Financial Management reported no remaining Celsius Holdings position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,975 Celsius Holdings shares in Q1 2026, an estimated $228K.
  • Forum Financial Management first reported a position in Celsius Holdings in Q1 2024 and held it in 3 quarters.
  • Forum Financial Management's Celsius Holdings position peaked at $286K in Q3 2025.
  • 579 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.