Independent Advisor Alliance’s Celsius Holdings CELH Stock Holding History

Independent Advisor Alliance’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 Q1	–	Sell	-4,969	Closed	-$227K	–	1604
2025 Q4	$227K	Sell	4,969 -502	-9%	-$25.3K	0.01%	892
2025 Q3	$315K	Sell	5,471 -1,090	-17%	-$57K	0.01%	755
2025 Q2	$304K	Sell	6,561 -3,377	-34%	-$130K	0.01%	718
2025 Q1	$354K	Buy	+9,938	New	+$271K	0.01%	612
2024 Q3	–	Sell	-3,957	Closed	-$226K	–	716
2024 Q2	$226K	Sell	3,957 -643	-14%	-$48.6K	0.01%	643
2024 Q1	$381K	Buy	4,600 +304	+7%	+$20.8K	0.01%	517
2023 Q4	$234K	Buy	+4,296	New	+$229K	0.01%	606
2021 Q4	–	Sell	-10,950	Closed	-$329K	–	680
2021 Q3	$329K	Hold	10,950	–	–	0.02%	472
2021 Q2	$278K	Buy	+10,950	New	+$223K	0.02%	522

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 Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

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

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

Independent Advisor Alliance's CELH Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Celsius Holdings (CELH) in Q1 2026, closing a stake of 4,969 shares — an estimated $227K sold.

Independent Advisor Alliance first reported a position in CELH in Q2 2021 and held it in 9 quarters. The position peaked at $381K in Q1 2024. 579 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

Independent Advisor Alliance reported no remaining Celsius Holdings position as of Q1 2026 after selling out during the quarter.
Independent Advisor Alliance sold 4,969 Celsius Holdings shares in Q1 2026, an estimated $227K.
Independent Advisor Alliance first reported a position in Celsius Holdings in Q2 2021 and held it in 9 quarters.
Independent Advisor Alliance's Celsius Holdings position peaked at $381K in Q1 2024.
579 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.