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MGB Wealth Management’s Celsius Holdings CELH Stock Holding History

MGB Wealth Management’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
Q4 		$332K Buy
7,250
+350
+5% +$17.6K 0.09% 170
2025
Q3 		$397K Buy
6,900
+250
+4% +$13.1K 0.11% 153
2025
Q2 		$308K Buy
+6,650
New +$256K 0.1% 170

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MGB Wealth Management's CELH Position: Q4 2025 in Review

MGB Wealth Management increased its Celsius Holdings (CELH) stake by 5.1% in Q4 2025, buying an estimated $17.6K and bringing the position to 7,250 shares worth $332K. The position accounts for 0.09% of the portfolio, ranked #170.

MGB Wealth Management first reported a position in CELH in Q2 2025 and has held it in 3 quarters since. The position peaked at $397K in Q3 2025. 612 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

  • MGB Wealth Management held 7,250 shares of Celsius Holdings worth $332K as of Q4 2025.
  • MGB Wealth Management bought 350 Celsius Holdings shares in Q4 2025, an estimated $17.6K.
  • Celsius Holdings made up 0.09% of MGB Wealth Management's portfolio in Q4 2025, its #170 holding.
  • MGB Wealth Management first reported a position in Celsius Holdings in Q2 2025 and has held it in 3 quarters since.
  • MGB Wealth Management's Celsius Holdings position peaked at $397K in Q3 2025.
  • 612 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.