JFS Wealth Advisors’s Celsius Holdings CELH Stock Holding History

JFS Wealth Advisors’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	$235	Sell	8 -13	-62%	-$410	﹤0.01%	2119
2026 Q1	$746	Sell	21 -31	-60%	-$1.47K	﹤0.01%	1719
2025 Q4	$2.38K	Sell	52 -1	-2%	-$50	﹤0.01%	1489
2025 Q3	$3.05K	Buy	53 +45	+563%	+$2.35K	﹤0.01%	1313
2025 Q2	$372	Hold	8	–	–	﹤0.01%	1740
2025 Q1	$285	Sell	8 -1	-11%	-$27	﹤0.01%	1823
2024 Q4	$238	Buy	9 +3	+50%	+$89	﹤0.01%	1838
2024 Q3	$189	Sell	6 -47	-89%	-$1.97K	﹤0.01%	1872
2024 Q2	$3.03K	Buy	53 +27	+104%	+$2.04K	﹤0.01%	1269
2024 Q1	$2.16K	Buy	26 +5	+24%	+$343	﹤0.01%	1416
2023 Q4	$1.15K	Sell	21 -6	-22%	-$320	﹤0.01%	1625
2023 Q3	$1.54K	Buy	27 +21	+350%	+$1.18K	﹤0.01%	1462
2023 Q2	$299	Hold	6	–	–	﹤0.01%	1831
2023 Q1	$186	Buy	+6	New	+$189	﹤0.01%	1833
2020 Q3	–	Sell	-4,500	Closed	-$18K	–	563
2020 Q2	$18K	Hold	4,500	–	–	﹤0.01%	312
2020 Q1	$6K	Hold	4,500	–	–	﹤0.01%	379
2019 Q4	$7K	Hold	4,500	–	–	﹤0.01%	386
2019 Q3	$5K	Hold	4,500	–	–	﹤0.01%	399
2019 Q2	$7K	Hold	4,500	–	–	﹤0.01%	387
2019 Q1	$6K	Hold	4,500	–	–	﹤0.01%	380
2018 Q4	$5K	Hold	4,500	–	–	﹤0.01%	387
2018 Q3	$6K	Hold	4,500	–	–	﹤0.01%	443
2018 Q2	$7K	Hold	4,500	–	–	﹤0.01%	389
2018 Q1	$7K	Hold	4,500	–	–	﹤0.01%	393
2017 Q4	$8K	Buy	+4,500	New	+$7.9K	﹤0.01%	389

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

JFS Wealth Advisors's CELH Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Celsius Holdings (CELH) stake by 62% in Q2 2026, selling an estimated $410 and leaving 8 shares worth $235. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

JFS Wealth Advisors first reported a position in CELH in Q4 2017 and has held it in 25 quarters since. The position peaked at $18K in Q2 2020. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

JFS Wealth Advisors held 8 shares of Celsius Holdings worth $235 as of Q2 2026.
JFS Wealth Advisors sold 13 Celsius Holdings shares in Q2 2026, an estimated $410.
Celsius Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2119 holding.
JFS Wealth Advisors first reported a position in Celsius Holdings in Q4 2017 and has held it in 25 quarters since.
JFS Wealth Advisors's Celsius Holdings position peaked at $18K in Q2 2020.
541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.