Larson Financial Group
CELH icon

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
Q3 		$85.1K Buy
3,110
+146
+5% +$4.33K ﹤0.01% 1320
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Larson Financial Group's CELH Position: Q3 2026 in Review

Larson Financial Group increased its Celsius Holdings (CELH) stake by 4.9% in Q3 2026, buying an estimated $4.33K and bringing the position to 3,110 shares worth $85.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Larson Financial Group first reported a position in CELH in Q2 2024 and has held it in 10 quarters since. The position peaked at $107K in Q1 2026. 225 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

  • Larson Financial Group held 3,110 shares of Celsius Holdings worth $85.1K as of Q3 2026.
  • Larson Financial Group bought 146 Celsius Holdings shares in Q3 2026, an estimated $4.33K.
  • Celsius Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1320 holding.
  • Larson Financial Group first reported a position in Celsius Holdings in Q2 2024 and has held it in 10 quarters since.
  • Larson Financial Group's Celsius Holdings position peaked at $107K in Q1 2026.
  • 225 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.