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Global Financial Private Client’s Celsius Holdings CELH Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-11
Closed -$392 – 454
2025
Q1 		$392 Buy
11
+8
+267% +$218 ﹤0.01% 1369
2024
Q4 		$79 Buy
+3
New +$89 ﹤0.01% 1527
2024
Q3 		– Sell
-3
Closed -$171 – 810
2024
Q2 		$171 Buy
+3
New +$227 ﹤0.01% 670

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Financial Private Client's CELH Position: Q2 2025 in Review

Global Financial Private Client sold out of Celsius Holdings (CELH) in Q2 2025, closing a stake of 11 shares — an estimated $392 sold.

Global Financial Private Client first reported a position in CELH in Q2 2024 and held it in 3 quarters. The position peaked at $392 in Q1 2025. 553 funds tracked by Wall St. Rank hold CELH as of Q2 2025.

  • Global Financial Private Client reported no remaining Celsius Holdings position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 11 Celsius Holdings shares in Q2 2025, an estimated $392.
  • Global Financial Private Client first reported a position in Celsius Holdings in Q2 2024 and held it in 3 quarters.
  • Global Financial Private Client's Celsius Holdings position peaked at $392 in Q1 2025.
  • 553 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.