Lido Advisors’s Celsius Holdings CELH Stock Holding History

Lido Advisors’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	$305K	Buy	+10,411	New	+$328K	﹤0.01%	1748
2026 Q1	–	Sell	-21,598	Closed	-$1.18M	–	1976
2025 Q4	$1.18M	Sell	21,598 -493	-2%	-$24.8K	﹤0.01%	939
2025 Q3	$1.27M	Buy	22,091 +10,234	+86%	+$535K	﹤0.01%	843
2025 Q2	$550K	Sell	11,857 -2,726	-19%	-$105K	﹤0.01%	1079
2025 Q1	$519K	Buy	+14,583	New	+$397K	﹤0.01%	1012
2024 Q4	–	Sell	-6,981	Closed	-$219K	–	1509
2024 Q3	$219K	Sell	6,981 -7,247	-51%	-$304K	﹤0.01%	1295
2024 Q2	$812K	Buy	14,228 +230	+2%	+$17.4K	﹤0.01%	748
2024 Q1	$1.16M	Sell	13,998 -700	-5%	-$48K	0.01%	590
2023 Q4	$801K	Buy	14,698 +7,180	+96%	+$383K	0.01%	699
2023 Q3	$430K	Buy	7,518 +615	+9%	+$34.6K	﹤0.01%	789
2023 Q2	$343K	Buy	6,903 +252	+4%	+$10K	﹤0.01%	865
2023 Q1	$206K	Sell	6,651 -30	-0.4%	-$946	﹤0.01%	1004
2022 Q4	$232K	Buy	+6,681	New	+$218K	﹤0.01%	863
2021 Q4	–	Sell	-7,506	Closed	-$225K	–	997
2021 Q3	$225K	Buy	+7,506	New	+$193K	﹤0.01%	866
2021 Q1	–	Sell	-12,327	Closed	-$206K	–	848
2020 Q4	$206K	Buy	+12,327	New	+$123K	﹤0.01%	760

Other funds holding CELH

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

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

Lido Advisors's CELH Position: Q2 2026 in Review

Lido Advisors opened a new position in Celsius Holdings (CELH) in Q2 2026: 10,411 shares worth $305K. The stake represents ﹤0.01% of the portfolio and ranks #1748 among its holdings. This is a return to the name: Lido Advisors previously reported a position in CELH as recently as Q4 2025.

Lido Advisors first reported a position in CELH in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.27M in Q3 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Lido Advisors held 10,411 shares of Celsius Holdings worth $305K as of Q2 2026.
Celsius Holdings was a new Lido Advisors position in Q2 2026.
Celsius Holdings made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1748 holding.
Lido Advisors first reported a position in Celsius Holdings in Q4 2020 and has held it in 15 quarters since.
Lido Advisors's Celsius Holdings position peaked at $1.27M in Q3 2025.
543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.