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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
2024
Q4 		– Sell
-1,000
Closed -$31.4K – 1084
2024
Q3 		$31.4K Sell
1,000
-2,000
-67% -$84K ﹤0.01% 958
2024
Q2 		$171K Buy
+3,000
New +$227K ﹤0.01% 856

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.