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Legacy Investment Solutions’s Celsius Holdings CELH Stock Holding History

Legacy Investment Solutions’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
Q2 		$279 Buy
+6
New +$231 ﹤0.01% 691
2024
Q4 		$68 Hold
3
– – ﹤0.01% 741
2024
Q3 		$82 Buy
+3
New +$126 ﹤0.01% 689

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legacy Investment Solutions's CELH Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Celsius Holdings (CELH) in Q2 2025: 6 shares worth $279. The stake represents ﹤0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CELH as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CELH in Q3 2024 and has held it in 3 quarters since. 551 funds tracked by Wall St. Rank hold CELH as of Q2 2025.

  • Legacy Investment Solutions held 6 shares of Celsius Holdings worth $279 as of Q2 2025.
  • Celsius Holdings was a new Legacy Investment Solutions position in Q2 2025.
  • Celsius Holdings made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #691 holding.
  • Legacy Investment Solutions first reported a position in Celsius Holdings in Q3 2024 and has held it in 3 quarters since.
  • 551 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.