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 		– Sell
-6,400
Closed -$227K – 6221
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

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. 542 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.
  • 542 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.