Foundations Investment Advisors’s Celsius Holdings CELH Stock Holding History

Foundations Investment 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 Q2	$205K	Sell	7,005 -6,165	-47%	-$194K	﹤0.01%	1137
2026 Q1	$467K	Sell	13,170 -8,991	-41%	-$426K	0.01%	740
2025 Q4	$1.01M	Sell	22,161 -4,869	-18%	-$245K	0.01%	511
2025 Q3	$1.55M	Buy	27,030 +9,853	+57%	+$515K	0.02%	363
2025 Q2	$797K	Buy	17,177 +4,846	+39%	+$187K	0.01%	482
2025 Q1	$439K	Buy	+12,331	New	+$336K	0.01%	608

Other funds holding CELH

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

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

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

Foundations Investment Advisors's CELH Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Celsius Holdings (CELH) stake by 47% in Q2 2026, selling an estimated $194K and leaving 7,005 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Foundations Investment Advisors first reported a position in CELH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.55M in Q3 2025. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Foundations Investment Advisors held 7,005 shares of Celsius Holdings worth $205K as of Q2 2026.
Foundations Investment Advisors sold 6,165 Celsius Holdings shares in Q2 2026, an estimated $194K.
Celsius Holdings made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1137 holding.
Foundations Investment Advisors first reported a position in Celsius Holdings in Q1 2025 and has held it in 6 quarters since.
Foundations Investment Advisors's Celsius Holdings position peaked at $1.55M in Q3 2025.
541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.