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Moran Wealth Management’s Celsius Holdings CELH Stock Holding History

Moran 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
2026
Q2 		$4.39M Sell
150,064
-97,786
-39% -$3.08M 0.12% 230
2026
Q1 		$8.79M Buy
247,850
+13,068
+6% +$620K 0.27% 127
2025
Q4 		$10.7M Buy
234,782
+18,800
+9% +$947K 0.33% 96
2025
Q3 		$12.4M Buy
215,982
+44,714
+26% +$2.34M 0.37% 88
2025
Q2 		$7.95M Buy
171,268
+88,941
+108% +$3.43M 0.24% 127
2025
Q1 		$2.93M Buy
82,327
+3,679
+5% +$100K 0.1% 239
2024
Q4 		$2.07M Buy
78,648
+67,896
+631% +$2.01M 0.07% 254
2024
Q3 		$337K Buy
10,752
+4,353
+68% +$183K 0.01% 386
2024
Q2 		$365K Sell
6,399
-19,939
-76% -$1.51M 0.01% 362
2024
Q1 		$2.18M Buy
26,338
+1,838
+8% +$126K 0.07% 252
2023
Q4 		$1.34M Buy
24,500
+3,737
+18% +$199K 0.05% 279
2023
Q3 		$1.19M Sell
20,763
-2,013
-9% -$113K 0.05% 248
2023
Q2 		$1.13M Buy
+22,776
New +$906K 0.04% 245
2023
Q1 		– Sell
-6,534
Closed -$227K – 358
2022
Q4 		$227K Buy
+6,534
New +$213K 0.01% 333

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

Moran Wealth Management's CELH Position: Q2 2026 in Review

Moran Wealth Management reduced its Celsius Holdings (CELH) stake by 39% in Q2 2026, selling an estimated $3.08M and leaving 150,064 shares worth $4.39M. The position accounts for 0.12% of the portfolio, ranked #230.

Moran Wealth Management first reported a position in CELH in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.4M in Q3 2025. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Moran Wealth Management held 150,064 shares of Celsius Holdings worth $4.39M as of Q2 2026.
  • Moran Wealth Management sold 97,786 Celsius Holdings shares in Q2 2026, an estimated $3.08M.
  • Celsius Holdings made up 0.12% of Moran Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Moran Wealth Management first reported a position in Celsius Holdings in Q4 2022 and has held it in 14 quarters since.
  • Moran Wealth Management's Celsius Holdings position peaked at $12.4M in Q3 2025.
  • 541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.