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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

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HB Wealth Management's CELH Position: Q1 2026 in Review

HB Wealth Management reduced its Celsius Holdings (CELH) stake by 3% in Q1 2026, selling an estimated $24.1K and leaving 16,305 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

HB Wealth Management first reported a position in CELH in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.36M in Q1 2024. 577 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • HB Wealth Management held 16,305 shares of Celsius Holdings worth $579K as of Q1 2026.
  • HB Wealth Management sold 508 Celsius Holdings shares in Q1 2026, an estimated $24.1K.
  • Celsius Holdings made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #908 holding.
  • HB Wealth Management first reported a position in Celsius Holdings in Q1 2022 and has held it in 16 quarters since.
  • HB Wealth Management's Celsius Holdings position peaked at $1.36M in Q1 2024.
  • 577 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.