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IFP Advisors’s Celsius Holdings CELH Stock Holding History

IFP 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 		$575K Sell
19,648
-3,171
-14% -$100K 0.01% 978
2026
Q1 		$810K Buy
22,819
+908
+4% +$43K 0.02% 768
2025
Q4 		$1M Buy
21,911
+770
+4% +$38.8K 0.02% 666
2025
Q3 		$1.22M Sell
21,141
-5,013
-19% -$262K 0.03% 530
2025
Q2 		$1.21M Sell
26,154
-1,846
-7% -$71.1K 0.03% 522
2025
Q1 		$1,000K Sell
28,000
-2,285
-8% -$62.3K 0.03% 550
2024
Q4 		$799K Buy
30,285
+5,315
+21% +$158K 0.03% 582
2024
Q3 		$783K Buy
24,970
+4,120
+20% +$173K 0.03% 540
2024
Q2 		$1.19M Sell
20,850
-247
-1% -$18.7K 0.05% 396
2024
Q1 		$1.75M Buy
21,097
+221
+1% +$15.2K 0.08% 276
2023
Q4 		$1.14M Buy
20,876
+221
+1% +$11.8K 0.05% 359
2023
Q3 		$1.18M Buy
20,655
+2,250
+12% +$127K 0.05% 353
2023
Q2 		$915K Buy
18,405
+3,588
+24% +$143K 0.04% 455
2023
Q1 		$23.2K Buy
14,817
+2,262
+18% +$71.4K ﹤0.01% 1953
2022
Q4 		$38K Buy
12,555
+2,070
+20% +$67.5K ﹤0.01% 2424
2022
Q3 		$41K Sell
10,485
-2,199
-17% -$68.9K ﹤0.01% 2519
2022
Q2 		$28K Hold
12,684
– – ﹤0.01% 2569
2022
Q1 		$28K Buy
12,684
+5,991
+90% +$108K ﹤0.01% 2569
2021
Q4 		$167K Buy
6,693
+4,722
+240% +$131K ﹤0.01% 1036
2021
Q3 		$60K Buy
1,971
+3
+0.2% +$77 ﹤0.01% 1510
2021
Q2 		$50K Buy
+1,968
New +$40.1K ﹤0.01% 1516
2021
Q1 		– Sell
-1,230
Closed -$23.1K – 3025
2020
Q4 		$20K Buy
+1,230
New +$12.3K ﹤0.01% 1791

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 $3.37T AUM 44.26% 1-Year Est. Return

IFP Advisors's CELH Position: Q2 2026 in Review

IFP Advisors reduced its Celsius Holdings (CELH) stake by 14% in Q2 2026, selling an estimated $100K and leaving 19,648 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #978.

IFP Advisors first reported a position in CELH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.75M in Q1 2024. 542 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • IFP Advisors held 19,648 shares of Celsius Holdings worth $575K as of Q2 2026.
  • IFP Advisors sold 3,171 Celsius Holdings shares in Q2 2026, an estimated $100K.
  • Celsius Holdings made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #978 holding.
  • IFP Advisors first reported a position in Celsius Holdings in Q4 2020 and has held it in 22 quarters since.
  • IFP Advisors's Celsius Holdings position peaked at $1.75M in Q1 2024.
  • 542 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.