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Integrated Wealth Concepts’s Celsius Holdings CELH Stock Holding History

Integrated Wealth Concepts’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 		$227K Buy
6,408
+1,744
+37% +$82.7K ﹤0.01% 2025
2025
Q4 		$213K Sell
4,664
-362
-7% -$18.2K ﹤0.01% 1493
2025
Q3 		$289K Buy
+5,026
New +$263K ﹤0.01% 1652
2024
Q3 		– Sell
-4,982
Closed -$284K – 1685
2024
Q2 		$284K Buy
+4,982
New +$377K ﹤0.01% 1345

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Integrated Wealth Concepts's CELH Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Celsius Holdings (CELH) stake by 37% in Q1 2026, buying an estimated $82.7K and bringing the position to 6,408 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Integrated Wealth Concepts first reported a position in CELH in Q2 2024 and has held it in 4 quarters since. The position peaked at $289K in Q3 2025. 576 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • Integrated Wealth Concepts held 6,408 shares of Celsius Holdings worth $227K as of Q1 2026.
  • Integrated Wealth Concepts bought 1,744 Celsius Holdings shares in Q1 2026, an estimated $82.7K.
  • Celsius Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2025 holding.
  • Integrated Wealth Concepts first reported a position in Celsius Holdings in Q2 2024 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Celsius Holdings position peaked at $289K in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.