JFG
CELH icon

Jefferies Financial Group’s Celsius Holdings CELH Stock Holding History

Jefferies Financial Group’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
2025
Q4 		– Sell
-985,000
Closed -$56.6M – 1885
2025
Q3 		$56.6M Buy
985,000
+110,000
+13% +$5.75M 0.27% 54
2025
Q2 		$40.6M Buy
+875,000
New +$33.7M 0.34% 59

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Jefferies Financial Group's CELH Position: Q2 2026 in Review

Jefferies Financial Group increased its Celsius Holdings (CELH) stake by 770% in Q2 2026, buying an estimated $4.25M and bringing the position to 152,200 shares worth $4.46M. The position accounts for 0.03% of the portfolio, ranked #411.

Jefferies Financial Group first reported a position in CELH in Q2 2023 and has held it in 13 quarters since. The position peaked at $43.9M in Q4 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Jefferies Financial Group held 152,200 shares of Celsius Holdings worth $4.46M as of Q2 2026.
  • Jefferies Financial Group bought 134,700 Celsius Holdings shares in Q2 2026, an estimated $4.25M.
  • Celsius Holdings made up 0.03% of Jefferies Financial Group's portfolio in Q2 2026, its #411 holding.
  • Jefferies Financial Group first reported a position in Celsius Holdings in Q2 2023 and has held it in 13 quarters since.
  • Jefferies Financial Group's Celsius Holdings position peaked at $43.9M in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.