L.J. Altfest & Co’s Celsius Holdings CELH Stock Holding History

L.J. Altfest & Co’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	-6,267	Closed	-$360K	–	336
2025 Q3	$360K	Sell	6,267 -7,775	-55%	-$407K	0.04%	261
2025 Q2	$651K	Buy	14,042 +4,738	+51%	+$182K	0.08%	189
2025 Q1	$331K	Buy	+9,304	New	+$254K	0.04%	258

Other funds holding CELH

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

L.J. Altfest & Co's CELH Position: Q4 2025 in Review

L.J. Altfest & Co sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 6,267 shares — an estimated $360K sold.

L.J. Altfest & Co first reported a position in CELH in Q1 2025 and held it in 3 quarters. The position peaked at $651K in Q2 2025. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

L.J. Altfest & Co reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
L.J. Altfest & Co sold 6,267 Celsius Holdings shares in Q4 2025, an estimated $360K.
L.J. Altfest & Co first reported a position in Celsius Holdings in Q1 2025 and held it in 3 quarters.
L.J. Altfest & Co's Celsius Holdings position peaked at $651K in Q2 2025.
613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on L.J. Altfest & Co's 13F filing for Q4 2025, filed 23 Jan 2026.