Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Celsius Holdings CELH Stock Holding History

Kovitz Investment Group Partners’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 		– Sell
-51,722
Closed -$1.84M – 488
2026
Q1 		$1.84M Buy
+51,722
New +$2.45M 0.04% 241

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SHCM
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Vanguard Portfolio Management
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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

Kovitz Investment Group Partners's CELH Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of Celsius Holdings (CELH) in Q2 2026, closing a stake of 51,722 shares — an estimated $1.84M sold.

Kovitz Investment Group Partners first reported a position in CELH in Q1 2026 and held it in 1 quarter. The position peaked at $1.84M in Q1 2026. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Kovitz Investment Group Partners reported no remaining Celsius Holdings position as of Q2 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 51,722 Celsius Holdings shares in Q2 2026, an estimated $1.84M.
  • Kovitz Investment Group Partners first reported a position in Celsius Holdings in Q1 2026 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Celsius Holdings position peaked at $1.84M in Q1 2026.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.