LPL Financial
CELH icon

LPL Financial’s Celsius Holdings CELH Stock Holding History

LPL Financial’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 		$9.77M Sell
333,526
-30,267
-8% -$954K ﹤0.01% 2167
2026
Q1 		$12.9M Buy
363,793
+36,346
+11% +$1.72M ﹤0.01% 1793
2025
Q4 		$15M Buy
327,447
+45,060
+16% +$2.27M ﹤0.01% 1608
2025
Q3 		$16.2M Buy
282,387
+7,495
+3% +$392K ﹤0.01% 1497
2025
Q2 		$12.8M Buy
274,892
+29,835
+12% +$1.15M ﹤0.01% 1549
2025
Q1 		$8.73M Sell
245,057
-73,004
-23% -$1.99M ﹤0.01% 1697
2024
Q4 		$8.38M Buy
318,061
+29,879
+10% +$886K ﹤0.01% 1671
2024
Q3 		$9.04M Buy
288,182
+44,754
+18% +$1.88M ﹤0.01% 1533
2024
Q2 		$13.9M Buy
243,428
+26,791
+12% +$2.03M 0.01% 1162
2024
Q1 		$18M Buy
216,637
+68,579
+46% +$4.7M 0.01% 986
2023
Q4 		$8.07M Buy
148,058
+20,906
+16% +$1.12M ﹤0.01% 1374
2023
Q3 		$7.27M Sell
127,152
-16,290
-11% -$916K 0.01% 1359
2023
Q2 		$7.13M Buy
143,442
+11,028
+8% +$439K 0.01% 1363
2023
Q1 		$4.1M Buy
132,414
+76,053
+135% +$2.4M ﹤0.01% 1635
2022
Q4 		$1.95M Buy
56,361
+1,293
+2% +$42.2K ﹤0.01% 2089
2022
Q3 		$1.67M Buy
55,068
+5,268
+11% +$165K ﹤0.01% 2121
2022
Q2 		$1.08M Sell
49,800
-3,846
-7% -$74.1K ﹤0.01% 2522
2022
Q1 		$987K Sell
53,646
-19,443
-27% -$349K ﹤0.01% 2626
2021
Q4 		$1.82M Sell
73,089
-639
-0.9% -$17.7K ﹤0.01% 2163
2021
Q3 		$2.21M Buy
73,728
+12,729
+21% +$327K ﹤0.01% 1959
2021
Q2 		$1.55M Sell
60,999
-3,930
-6% -$80.1K ﹤0.01% 2189
2021
Q1 		$1.04M Buy
64,929
+28,458
+78% +$534K ﹤0.01% 2366
2020
Q4 		$612K Buy
+36,471
New +$364K ﹤0.01% 2579

Other funds holding CELH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial's CELH Position: Q2 2026 in Review

LPL Financial reduced its Celsius Holdings (CELH) stake by 8.3% in Q2 2026, selling an estimated $954K and leaving 333,526 shares worth $9.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

LPL Financial first reported a position in CELH in Q4 2020 and has held it in 23 quarters since. The position peaked at $18M in Q1 2024. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • LPL Financial held 333,526 shares of Celsius Holdings worth $9.77M as of Q2 2026.
  • LPL Financial sold 30,267 Celsius Holdings shares in Q2 2026, an estimated $954K.
  • Celsius Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2167 holding.
  • LPL Financial first reported a position in Celsius Holdings in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's Celsius Holdings position peaked at $18M in Q1 2024.
  • 541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.