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HFM Investment Advisors’s Celsius Holdings CELH Stock Holding History

HFM Investment 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
2026
Q2 		$59 Sell
2
-2
-50% -$63 ﹤0.01% 1260
2026
Q1 		$142 Hold
4
– – ﹤0.01% 1068
2025
Q4 		$183 Sell
4
-5
-56% -$252 ﹤0.01% 1049
2025
Q3 		$517 Buy
9
+5
+125% +$261 ﹤0.01% 645
2025
Q2 		$186 Buy
4
+2
+100% +$77 ﹤0.01% 1010
2025
Q1 		$72 Buy
+2
New +$55 ﹤0.01% 953

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

HFM Investment Advisors's CELH Position: Q2 2026 in Review

HFM Investment Advisors reduced its Celsius Holdings (CELH) stake by 50% in Q2 2026, selling an estimated $63 and leaving 2 shares worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

HFM Investment Advisors first reported a position in CELH in Q1 2025 and has held it in 6 quarters since. The position peaked at $517 in Q3 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • HFM Investment Advisors held 2 shares of Celsius Holdings worth $59 as of Q2 2026.
  • HFM Investment Advisors sold 2 Celsius Holdings shares in Q2 2026, an estimated $63.
  • Celsius Holdings made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1260 holding.
  • HFM Investment Advisors first reported a position in Celsius Holdings in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Celsius Holdings position peaked at $517 in Q3 2025.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.