Gradient Investments’s Celsius Holdings CELH Stock Holding History

Gradient Investments’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	$1.64M	Buy	55,849 +2,699	+5%	+$85.1K	0.02%	281
2026 Q1	$1.89M	Buy	+53,150	New	+$2.52M	0.03%	257
2024 Q3	–	Sell	-23	Closed	-$1.31K	–	457
2024 Q2	$1.31K	Sell	23 -15	-39%	-$1.13K	﹤0.01%	1043
2024 Q1	$3.15K	Buy	38 +23	+153%	+$1.58K	﹤0.01%	791
2023 Q4	$818	Buy	+15	New	+$801	﹤0.01%	1490
2023 Q3	–	Sell	-18	Closed	-$895	–	1825
2023 Q2	$895	Buy	+18	New	+$716	﹤0.01%	1395
2023 Q1	–	Sell	-9	Closed	-$312	–	1529
2022 Q4	$312	Buy	+9	New	+$294	﹤0.01%	1338

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

Gradient Investments's CELH Position: Q2 2026 in Review

Gradient Investments increased its Celsius Holdings (CELH) stake by 5.1% in Q2 2026, buying an estimated $85.1K and bringing the position to 55,849 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #281.

Gradient Investments first reported a position in CELH in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.89M in Q1 2026. 539 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Gradient Investments held 55,849 shares of Celsius Holdings worth $1.64M as of Q2 2026.
Gradient Investments bought 2,699 Celsius Holdings shares in Q2 2026, an estimated $85.1K.
Celsius Holdings made up 0.02% of Gradient Investments's portfolio in Q2 2026, its #281 holding.
Gradient Investments first reported a position in Celsius Holdings in Q4 2022 and has held it in 7 quarters since.
Gradient Investments's Celsius Holdings position peaked at $1.89M in Q1 2026.
539 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.