IAA
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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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return