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Mark Sheptoff Financial Planning’s Celsius Holdings CELH Stock Holding History

Mark Sheptoff Financial Planning’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
-300
Closed -$10.7K – 516
2025
Q1 		$10.7K Buy
+300
New +$8.18K 0.01% 314

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 $3.38T AUM 44.17% 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

Mark Sheptoff Financial Planning's CELH Position: Q2 2025 in Review

Mark Sheptoff Financial Planning sold out of Celsius Holdings (CELH) in Q2 2025, closing a stake of 300 shares — an estimated $10.7K sold.

Mark Sheptoff Financial Planning first reported a position in CELH in Q1 2025 and held it in 1 quarter. The position peaked at $10.7K in Q1 2025. 553 funds tracked by Wall St. Rank hold CELH as of Q2 2025.

  • Mark Sheptoff Financial Planning reported no remaining Celsius Holdings position as of Q2 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Celsius Holdings shares in Q2 2025, an estimated $10.7K.
  • Mark Sheptoff Financial Planning first reported a position in Celsius Holdings in Q1 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Celsius Holdings position peaked at $10.7K in Q1 2025.
  • 553 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.