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 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Massachusetts Financial Services's CELH Position: Q1 2026 in Review

Massachusetts Financial Services increased its Celsius Holdings (CELH) stake by 22% in Q1 2026, buying an estimated $25.9M and bringing the position to 3,066,789 shares worth $109M. The position accounts for 0.04% of the portfolio, ranked #349.

Massachusetts Financial Services first reported a position in CELH in Q1 2024 and has held it in 5 quarters since. The position peaked at $225M in Q2 2024. 576 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

Massachusetts Financial Services held 3,066,789 shares of Celsius Holdings worth $109M as of Q1 2026.
Massachusetts Financial Services bought 545,558 Celsius Holdings shares in Q1 2026, an estimated $25.9M.
Celsius Holdings made up 0.04% of Massachusetts Financial Services's portfolio in Q1 2026, its #349 holding.
Massachusetts Financial Services first reported a position in Celsius Holdings in Q1 2024 and has held it in 5 quarters since.
Massachusetts Financial Services's Celsius Holdings position peaked at $225M in Q2 2024.
576 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.