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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
Q2 		$86.8K Sell
2,964
-52
-2% -$1.64K ﹤0.01% 1252
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

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

Larson Financial Group's CELH Position: Q2 2026 in Review

Larson Financial Group reduced its Celsius Holdings (CELH) stake by 1.7% in Q2 2026, selling an estimated $1.64K and leaving 2,964 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Larson Financial Group first reported a position in CELH in Q2 2024 and has held it in 9 quarters since. The position peaked at $107K in Q1 2026. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Larson Financial Group held 2,964 shares of Celsius Holdings worth $86.8K as of Q2 2026.
  • Larson Financial Group sold 52 Celsius Holdings shares in Q2 2026, an estimated $1.64K.
  • Celsius Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1252 holding.
  • Larson Financial Group first reported a position in Celsius Holdings in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's Celsius Holdings position peaked at $107K in Q1 2026.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.