MassMutual Private Wealth & Trust’s Celsius Holdings CELH Stock Holding History

MassMutual Private Wealth & Trust’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	$27.1K	Sell	926 -76	-8%	-$2.4K	﹤0.01%	1009
2026 Q1	$35.6K	Sell	1,002 -4	-0.4%	-$190	﹤0.01%	875
2025 Q4	$46K	Sell	1,006 -26	-3%	-$1.31K	﹤0.01%	816
2025 Q3	$59.3K	Sell	1,032 -63	-6%	-$3.29K	﹤0.01%	743
2025 Q2	$50.8K	Buy	1,095 +51	+5%	+$1.96K	﹤0.01%	774
2025 Q1	$37.2K	Buy	1,044 +750	+255%	+$20.4K	﹤0.01%	823
2024 Q4	$7.74K	Buy	294 +114	+63%	+$3.38K	﹤0.01%	1360
2024 Q3	$5.64K	Buy	180 +3	+2%	+$126	﹤0.01%	1336
2024 Q2	$10.1K	Sell	177 -2	-1%	-$151	﹤0.01%	1091
2024 Q1	$14.8K	Sell	179 -3	-2%	-$206	﹤0.01%	912
2023 Q4	$9.92K	Sell	182 -1	-0.5%	-$53	﹤0.01%	1019
2023 Q3	$10.5K	Buy	183 +12	+7%	+$675	﹤0.01%	985
2023 Q2	$8.5K	Buy	171 +18	+12%	+$716	﹤0.01%	1012
2023 Q1	$4.74K	Hold	153	–	–	﹤0.01%	1164
2022 Q4	$5K	Buy	153 +18	+13%	+$587	﹤0.01%	973
2022 Q3	$4K	Sell	135 -123	-48%	-$3.85K	﹤0.01%	992
2022 Q2	$6K	Buy	258 +213	+473%	+$4.11K	﹤0.01%	822
2022 Q1	$1K	Buy	+45	New	+$808	﹤0.01%	1282

Other funds holding CELH

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return