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
Q2 		$1.87M Buy
62,675
+25,715
+70% +$811K ﹤0.01% 1609
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

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
Sachem Head Capital Management
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 $3.38T AUM 44.17% 1-Year Est. Return

Jones Financial Companies's CELH Position: Q2 2026 in Review

Jones Financial Companies increased its Celsius Holdings (CELH) stake by 70% in Q2 2026, buying an estimated $811K and bringing the position to 62,675 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Jones Financial Companies first reported a position in CELH in Q4 2023 and has held it in 11 quarters since. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Jones Financial Companies held 62,675 shares of Celsius Holdings worth $1.87M as of Q2 2026.
  • Jones Financial Companies bought 25,715 Celsius Holdings shares in Q2 2026, an estimated $811K.
  • Celsius Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1609 holding.
  • Jones Financial Companies first reported a position in Celsius Holdings in Q4 2023 and has held it in 11 quarters since.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.