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 Q3	$1.39M	Sell	50,920 -4,929	-9%	-$146K	0.02%	290
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

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Gradient Investments's CELH Position: Q3 2026 in Review

Gradient Investments reduced its Celsius Holdings (CELH) stake by 8.8% in Q3 2026, selling an estimated $146K and leaving 50,920 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #290.

Gradient Investments first reported a position in CELH in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.89M in Q1 2026. 11 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

Gradient Investments held 50,920 shares of Celsius Holdings worth $1.39M as of Q3 2026.
Gradient Investments sold 4,929 Celsius Holdings shares in Q3 2026, an estimated $146K.
Celsius Holdings made up 0.02% of Gradient Investments's portfolio in Q3 2026, its #290 holding.
Gradient Investments first reported a position in Celsius Holdings in Q4 2022 and has held it in 8 quarters since.
Gradient Investments's Celsius Holdings position peaked at $1.89M in Q1 2026.
11 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.