Massachusetts Financial Services’s Celsius Holdings CELH Stock Holding History

Massachusetts Financial Services’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	$3.88M	Sell	132,450 -2,934,339	-96%	-$92.5M	﹤0.01%	801
2026 Q1	$109M	Buy	3,066,789 +545,558	+22%	+$25.9M	0.04%	349
2025 Q4	$115M	Buy	+2,521,231	New	+$127M	0.04%	360
2024 Q4	–	Sell	-1,383,981	Closed	-$43.4M	–	883
2024 Q3	$43.4M	Sell	1,383,981 -2,562,227	-65%	-$108M	0.01%	487
2024 Q2	$225M	Buy	3,946,208 +2,754,722	+231%	+$208M	0.07%	241
2024 Q1	$98.8M	Buy	+1,191,486	New	+$81.7M	0.03%	383

Other funds holding CELH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services's CELH Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Celsius Holdings (CELH) stake by 96% in Q2 2026, selling an estimated $92.5M and leaving 132,450 shares worth $3.88M. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Massachusetts Financial Services first reported a position in CELH in Q1 2024 and has held it in 6 quarters since. The position peaked at $225M in Q2 2024. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Massachusetts Financial Services held 132,450 shares of Celsius Holdings worth $3.88M as of Q2 2026.
Massachusetts Financial Services sold 2,934,339 Celsius Holdings shares in Q2 2026, an estimated $92.5M.
Celsius Holdings made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #801 holding.
Massachusetts Financial Services first reported a position in Celsius Holdings in Q1 2024 and has held it in 6 quarters since.
Massachusetts Financial Services's Celsius Holdings position peaked at $225M in Q2 2024.
543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.