Heck Capital Advisors’s Celsius Holdings CELH Stock Holding History

Heck Capital 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 Q1	–	Sell	-8,301	Closed	-$219K	–	329
2024 Q4	$219K	Buy	+8,301	New	+$246K	0.01%	252

Other funds holding CELH

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Heck Capital Advisors's CELH Position: Q1 2025 in Review

Heck Capital Advisors sold out of Celsius Holdings (CELH) in Q1 2025, closing a stake of 8,301 shares — an estimated $219K sold.

Heck Capital Advisors first reported a position in CELH in Q4 2024 and held it in 1 quarter. The position peaked at $219K in Q4 2024. 482 funds tracked by Wall St. Rank hold CELH as of Q1 2025.

Heck Capital Advisors reported no remaining Celsius Holdings position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 8,301 Celsius Holdings shares in Q1 2025, an estimated $219K.
Heck Capital Advisors first reported a position in Celsius Holdings in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Celsius Holdings position peaked at $219K in Q4 2024.
482 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.