IFP Advisors
CELH icon

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
Q3 		$419K Sell
15,309
-4,339
-22% -$129K 0.01% 1154
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 		$1000K 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% 2423
2022
Q3 		$41K Sell
10,485
-2,199
-17% -$68.9K ﹤0.01% 2518
2022
Q2 		$28K Hold
12,684
– – ﹤0.01% 2570
2022
Q1 		$28K Buy
12,684
+5,991
+90% +$108K ﹤0.01% 2568
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

IFP Advisors's CELH Position: Q3 2026 in Review

IFP Advisors reduced its Celsius Holdings (CELH) stake by 22% in Q3 2026, selling an estimated $129K and leaving 15,309 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #1154.

IFP Advisors first reported a position in CELH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.75M in Q1 2024. 284 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

  • IFP Advisors held 15,309 shares of Celsius Holdings worth $419K as of Q3 2026.
  • IFP Advisors sold 4,339 Celsius Holdings shares in Q3 2026, an estimated $129K.
  • Celsius Holdings made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1154 holding.
  • IFP Advisors first reported a position in Celsius Holdings in Q4 2020 and has held it in 23 quarters since.
  • IFP Advisors's Celsius Holdings position peaked at $1.75M in Q1 2024.
  • 284 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.