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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
Q2 		$555K Buy
18,958
+2,653
+16% +$83.6K ﹤0.01% 1044
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HB Wealth Management's CELH Position: Q2 2026 in Review

HB Wealth Management increased its Celsius Holdings (CELH) stake by 16% in Q2 2026, buying an estimated $83.6K and bringing the position to 18,958 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

HB Wealth Management first reported a position in CELH in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.36M in Q1 2024. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • HB Wealth Management held 18,958 shares of Celsius Holdings worth $555K as of Q2 2026.
  • HB Wealth Management bought 2,653 Celsius Holdings shares in Q2 2026, an estimated $83.6K.
  • Celsius Holdings made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1044 holding.
  • HB Wealth Management first reported a position in Celsius Holdings in Q1 2022 and has held it in 17 quarters since.
  • HB Wealth Management's Celsius Holdings position peaked at $1.36M in Q1 2024.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.