Lloyd Advisory Services’s Celsius Holdings CELH Stock Holding History

Lloyd Advisory Services’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	–	Sell	-7,107	Closed	-$252K	–	693
2026 Q1	$252K	Buy	+7,107	New	+$337K	0.07%	134

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 $3.38T AUM 44.17% 1-Year Est. Return

Lloyd Advisory Services's CELH Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Celsius Holdings (CELH) in Q2 2026, closing a stake of 7,107 shares — an estimated $252K sold.

Lloyd Advisory Services first reported a position in CELH in Q1 2026 and held it in 1 quarter. The position peaked at $252K in Q1 2026. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Lloyd Advisory Services reported no remaining Celsius Holdings position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 7,107 Celsius Holdings shares in Q2 2026, an estimated $252K.
Lloyd Advisory Services first reported a position in Celsius Holdings in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's Celsius Holdings position peaked at $252K in Q1 2026.
543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.