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Keating Financial Advisory Services’s Celsius Holdings CELH Stock Holding History

Keating Financial Advisory Services’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 		$29 Sell
1
-14
-93% -$441 ﹤0.01% 2561
2026
Q1 		$532 Sell
15
-966
-98% -$45.8K ﹤0.01% 2253
2025
Q4 		$44.9K Buy
+981
New +$49.4K 0.01% 671

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

Keating Financial Advisory Services's CELH Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Celsius Holdings (CELH) stake by 93% in Q2 2026, selling an estimated $441 and leaving 1 share worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Keating Financial Advisory Services first reported a position in CELH in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.9K in Q4 2025. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Keating Financial Advisory Services held 1 share of Celsius Holdings worth $29 as of Q2 2026.
  • Keating Financial Advisory Services sold 14 Celsius Holdings shares in Q2 2026, an estimated $441.
  • Celsius Holdings made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2561 holding.
  • Keating Financial Advisory Services first reported a position in Celsius Holdings in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Celsius Holdings position peaked at $44.9K in Q4 2025.
  • 541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.