Institute for Wealth Management’s Celsius Holdings CELH Stock Holding History

Institute for Wealth Management’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	$1.02K	Buy	+35	New	+$1.1K	﹤0.01%	1656

Other funds holding CELH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BGC

Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Institute for Wealth Management's CELH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Celsius Holdings (CELH) in Q2 2026: 35 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #1656 among its holdings.

267 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Institute for Wealth Management held 35 shares of Celsius Holdings worth $1.02K as of Q2 2026.
Celsius Holdings was a new Institute for Wealth Management position in Q2 2026.
Celsius Holdings made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1656 holding.
267 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.