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BFC Planning, Inc.’s Celsius Holdings CELH Stock Holding History

BFC Planning, Inc.’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 		$46.8K Buy
1,600
+1,550
+3,100% +$48.9K ﹤0.01% 1584
2026
Q1 		$1.77K Hold
50
– – ﹤0.01% 2624
2025
Q4 		$2.29K Hold
50
– – ﹤0.01% 2593
2025
Q3 		$2.87K Buy
+50
New +$2.61K ﹤0.01% 2371

Other funds holding CELH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Sachem Head Capital Management
Sachem Head Capital Management New York $4.82B AUM 73.38% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFC Planning, Inc.'s CELH Position: Q2 2026 in Review

BFC Planning, Inc. increased its Celsius Holdings (CELH) stake by 3,100% in Q2 2026, buying an estimated $48.9K and bringing the position to 1,600 shares worth $46.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

BFC Planning, Inc. first reported a position in CELH in Q3 2025 and has held it in 4 quarters since. 546 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • BFC Planning, Inc. held 1,600 shares of Celsius Holdings worth $46.8K as of Q2 2026.
  • BFC Planning, Inc. bought 1,550 Celsius Holdings shares in Q2 2026, an estimated $48.9K.
  • Celsius Holdings made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1584 holding.
  • BFC Planning, Inc. first reported a position in Celsius Holdings in Q3 2025 and has held it in 4 quarters since.
  • 546 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.