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Larson Financial Group’s Celsius Holdings CELH Stock Holding History

Larson Financial Group’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
Q1 		$107K Buy
3,016
+874
+41% +$41.4K ﹤0.01% 963
2025
Q4 		$98K Buy
2,142
+1,698
+382% +$85.5K ﹤0.01% 940
2025
Q3 		$25.5K Buy
444
+100
+29% +$5.23K ﹤0.01% 1504
2025
Q2 		$16K Hold
344
– – ﹤0.01% 1584
2025
Q1 		$12.3K Buy
344
+264
+330% +$7.2K ﹤0.01% 1556
2024
Q4 		$2.11K Sell
80
-200
-71% -$5.93K ﹤0.01% 1869
2024
Q3 		$8.78K Buy
280
+200
+250% +$8.4K ﹤0.01% 1527
2024
Q2 		$4.57K Buy
+80
New +$6.05K ﹤0.01% 1466

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Larson Financial Group's CELH Position: Q1 2026 in Review

Larson Financial Group increased its Celsius Holdings (CELH) stake by 41% in Q1 2026, buying an estimated $41.4K and bringing the position to 3,016 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Larson Financial Group first reported a position in CELH in Q2 2024 and has held it in 8 quarters since. 576 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • Larson Financial Group held 3,016 shares of Celsius Holdings worth $107K as of Q1 2026.
  • Larson Financial Group bought 874 Celsius Holdings shares in Q1 2026, an estimated $41.4K.
  • Celsius Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #963 holding.
  • Larson Financial Group first reported a position in Celsius Holdings in Q2 2024 and has held it in 8 quarters since.
  • 576 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.