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Kestra Private Wealth Services’s Celsius Holdings CELH Stock Holding History

Kestra Private Wealth 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
2025
Q4 		– Sell
-9,417
Closed -$541K – 1739
2025
Q3 		$541K Buy
+9,417
New +$492K 0.01% 1058
2024
Q3 		– Sell
-4,891
Closed -$279K – 1384
2024
Q2 		$279K Buy
4,891
+511
+12% +$38.6K 0.01% 1079
2024
Q1 		$363K Sell
4,380
-235
-5% -$16.1K 0.01% 934
2023
Q4 		$252K Buy
+4,615
New +$246K 0.01% 1024

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kestra Private Wealth Services's CELH Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 9,417 shares — an estimated $541K sold.

Kestra Private Wealth Services first reported a position in CELH in Q4 2023 and held it in 4 quarters. The position peaked at $541K in Q3 2025. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 9,417 Celsius Holdings shares in Q4 2025, an estimated $541K.
  • Kestra Private Wealth Services first reported a position in Celsius Holdings in Q4 2023 and held it in 4 quarters.
  • Kestra Private Wealth Services's Celsius Holdings position peaked at $541K in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.