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Maridea Wealth Management’s Celsius Holdings CELH Stock Holding History

Maridea Wealth Management’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
2025
Q2 		– Sell
-19,852
Closed -$707K – 279
2025
Q1 		$707K Buy
19,852
+8,041
+68% +$219K 0.23% 82
2024
Q4 		$311K Buy
+11,811
New +$350K 0.1% 172

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Maridea Wealth Management's CELH Position: Q2 2025 in Review

Maridea Wealth Management sold out of Celsius Holdings (CELH) in Q2 2025, closing a stake of 19,852 shares — an estimated $707K sold.

Maridea Wealth Management first reported a position in CELH in Q4 2024 and held it in 2 quarters. The position peaked at $707K in Q1 2025. 553 funds tracked by Wall St. Rank hold CELH as of Q2 2025.

  • Maridea Wealth Management reported no remaining Celsius Holdings position as of Q2 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 19,852 Celsius Holdings shares in Q2 2025, an estimated $707K.
  • Maridea Wealth Management first reported a position in Celsius Holdings in Q4 2024 and held it in 2 quarters.
  • Maridea Wealth Management's Celsius Holdings position peaked at $707K in Q1 2025.
  • 553 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2025.

Based on Maridea Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.