Lido Advisors
CELH icon

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
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

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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