Jones Financial Companies
CELH icon

Jones Financial Companies’s Celsius Holdings CELH Stock Holding History

Jones Financial Companies’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 		$1.25M Buy
36,960
+6,232
+20% +$295K ﹤0.01% 1622
2025
Q4 		$1.41M Buy
30,728
+5,367
+21% +$270K ﹤0.01% 1098
2025
Q3 		$1.38M Sell
25,361
-459
-2% -$24K ﹤0.01% 1008
2025
Q2 		$1.18M Buy
25,820
+1,334
+5% +$51.4K ﹤0.01% 943
2025
Q1 		$824K Buy
24,486
+7,136
+41% +$194K ﹤0.01% 938
2024
Q4 		$457K Buy
17,350
+3,116
+22% +$92.4K ﹤0.01% 1028
2024
Q3 		$463K Buy
14,234
+9,101
+177% +$382K ﹤0.01% 849
2024
Q2 		$293K Buy
5,133
+4,450
+652% +$336K ﹤0.01% 716
2024
Q1 		$56.6K Buy
683
+654
+2,255% +$44.8K ﹤0.01% 704
2023
Q4 		$1.58K Buy
+29
New +$1.55K ﹤0.01% 928

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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