HB Wealth Management’s Celsius Holdings CELH Stock Holding History

HB Wealth Management’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 Q1	$579K	Sell	16,305 -508	-3%	-$24.1K	﹤0.01%	908
2025 Q4	$769K	Buy	16,813 +913	+6%	+$46K	0.01%	718
2025 Q3	$914K	Sell	15,900 -4,322	-21%	-$226K	0.01%	637
2025 Q2	$938K	Sell	20,222 -2,807	-12%	-$108K	0.01%	548
2025 Q1	$820K	Buy	23,029 +5,666	+33%	+$154K	0.01%	597
2024 Q4	$457K	Sell	17,363 -4,166	-19%	-$124K	﹤0.01%	647
2024 Q3	$675K	Sell	21,529 -109	-0.5%	-$4.58K	0.01%	486
2024 Q2	$1.24M	Buy	21,638 +5,281	+32%	+$399K	0.01%	329
2024 Q1	$1.36M	Buy	16,357 +3,042	+23%	+$209K	0.02%	304
2023 Q4	$726K	Buy	13,315 +5,281	+66%	+$282K	0.01%	374
2023 Q3	$460K	Sell	8,034 -30	-0.4%	-$1.69K	0.01%	453
2023 Q2	$401K	Sell	8,064 -27	-0.3%	-$1.07K	0.01%	472
2023 Q1	$251K	Sell	8,091 -99	-1%	-$3.12K	﹤0.01%	588
2022 Q4	$284K	Buy	8,190 +360	+5%	+$11.7K	0.01%	530
2022 Q3	$237K	Buy	+7,830	New	+$245K	0.01%	498
2022 Q2	–	Sell	-12,585	Closed	-$231K	–	585
2022 Q1	$231K	Buy	+12,585	New	+$226K	﹤0.01%	528

Other funds holding CELH

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westfield Capital Management

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return