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Harbor Investment Advisory’s Celsius Holdings CELH Stock Holding History

Harbor Investment Advisory’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
Q4 		– Sell
-469
Closed -$27K – 1238
2025
Q3 		$27K Buy
+469
New +$24.5K ﹤0.01% 747

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harbor Investment Advisory's CELH Position: Q4 2025 in Review

Harbor Investment Advisory sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 469 shares — an estimated $27K sold.

Harbor Investment Advisory first reported a position in CELH in Q3 2025 and held it in 1 quarter. The position peaked at $27K in Q3 2025. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

  • Harbor Investment Advisory reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 469 Celsius Holdings shares in Q4 2025, an estimated $27K.
  • Harbor Investment Advisory first reported a position in Celsius Holdings in Q3 2025 and held it in 1 quarter.
  • Harbor Investment Advisory's Celsius Holdings position peaked at $27K in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on Harbor Investment Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.