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Merit Financial Group’s Celsius Holdings CELH Stock Holding History

Merit Financial Group’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 		$308K Buy
10,527
+3,922
+59% +$124K ﹤0.01% 1793
2026
Q1 		$234K Sell
6,605
-1,740
-21% -$82.5K ﹤0.01% 1815
2025
Q4 		$382K Buy
8,345
+2,356
+39% +$119K ﹤0.01% 1438
2025
Q3 		$344K Buy
5,989
+1,147
+24% +$60K ﹤0.01% 1361
2025
Q2 		$225K Buy
+4,842
New +$187K ﹤0.01% 1491

Other funds holding CELH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Merit Financial Group's CELH Position: Q2 2026 in Review

Merit Financial Group increased its Celsius Holdings (CELH) stake by 59% in Q2 2026, buying an estimated $124K and bringing the position to 10,527 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Merit Financial Group first reported a position in CELH in Q2 2025 and has held it in 5 quarters since. The position peaked at $382K in Q4 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Merit Financial Group held 10,527 shares of Celsius Holdings worth $308K as of Q2 2026.
  • Merit Financial Group bought 3,922 Celsius Holdings shares in Q2 2026, an estimated $124K.
  • Celsius Holdings made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1793 holding.
  • Merit Financial Group first reported a position in Celsius Holdings in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Celsius Holdings position peaked at $382K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.