Heartwood Wealth Advisors’s Celsius Holdings CELH Stock Holding History

Heartwood Wealth Advisors’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	-30	Closed	-$1.73K	–	275
2025 Q3	$1.73K	Buy	+30	New	+$1.57K	﹤0.01%	507

Other funds holding CELH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Heartwood Wealth Advisors's CELH Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 30 shares — an estimated $1.73K sold.

Heartwood Wealth Advisors first reported a position in CELH in Q3 2025 and held it in 1 quarter. The position peaked at $1.73K in Q3 2025. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 30 Celsius Holdings shares in Q4 2025, an estimated $1.73K.
Heartwood Wealth Advisors first reported a position in Celsius Holdings in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Celsius Holdings position peaked at $1.73K in Q3 2025.
613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.