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
2026 Q2	$43.9K	Buy	+1,500	New	+$47.3K	﹤0.01%	1582
2026 Q1	–	Sell	-1,321,200	Closed	-$60.4M	–	1792
2025 Q4	$60.4M	Buy	1,321,200 +140,000	+12%	+$7.05M	0.31%	53
2025 Q3	$67.9M	Hold	1,181,200	–	–	0.32%	41
2025 Q2	$54.8M	Buy	1,181,200 +1,085,700	+1,137%	+$41.8M	0.46%	31
2025 Q1	$3.4M	Hold	95,500	–	–	0.03%	413
2024 Q4	$2.52M	Hold	95,500	–	–	0.02%	589
2024 Q3	$2.99M	Buy	95,500 +27,600	+41%	+$1.16M	0.02%	459
2024 Q2	$3.88M	Buy	+67,900	New	+$5.13M	0.04%	362

Other funds holding CELH

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

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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.