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Intentional Wealth Strategies’s Celsius Holdings CELH Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-7
Closed -$248 – 221
2026
Q1 		$248 Buy
+7
New +$332 ﹤0.01% 931

Other funds holding CELH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Intentional Wealth Strategies's CELH Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Celsius Holdings (CELH) in Q2 2026, closing a stake of 7 shares — an estimated $248 sold.

Intentional Wealth Strategies first reported a position in CELH in Q1 2026 and held it in 1 quarter. The position peaked at $248 in Q1 2026. 505 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Celsius Holdings position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 7 Celsius Holdings shares in Q2 2026, an estimated $248.
  • Intentional Wealth Strategies first reported a position in Celsius Holdings in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Celsius Holdings position peaked at $248 in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

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