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
Q1 		$227K Buy
6,400
+2,000
+45% +$94.8K ﹤0.01% 5399
2025
Q4 		$201K Buy
+4,400
New +$222K ﹤0.01% 5441

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

LPL Financial's CELH Position: Q1 2026 in Review

LPL Financial increased its Celsius Holdings (CELH) stake by 11% in Q1 2026, buying an estimated $1.72M and bringing the position to 363,793 shares worth $12.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

LPL Financial first reported a position in CELH in Q4 2020 and has held it in 22 quarters since. The position peaked at $18M in Q1 2024. 576 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • LPL Financial held 363,793 shares of Celsius Holdings worth $12.9M as of Q1 2026.
  • LPL Financial bought 36,346 Celsius Holdings shares in Q1 2026, an estimated $1.72M.
  • Celsius Holdings made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1793 holding.
  • LPL Financial first reported a position in Celsius Holdings in Q4 2020 and has held it in 22 quarters since.
  • LPL Financial's Celsius Holdings position peaked at $18M in Q1 2024.
  • 576 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.