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Mount Yale Investment Advisors’s Celsius Holdings CELH Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-3
Closed -$139 – 822
2025
Q2 		$139 Buy
+3
New +$116 ﹤0.01% 1464

Other funds holding CELH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mount Yale Investment Advisors's CELH Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Celsius Holdings (CELH) in Q3 2025, closing a stake of 3 shares — an estimated $139 sold.

Mount Yale Investment Advisors first reported a position in CELH in Q2 2025 and held it in 1 quarter. The position peaked at $139 in Q2 2025. 624 funds tracked by Wall St. Rank hold CELH as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Celsius Holdings position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3 Celsius Holdings shares in Q3 2025, an estimated $139.
  • Mount Yale Investment Advisors first reported a position in Celsius Holdings in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Celsius Holdings position peaked at $139 in Q2 2025.
  • 624 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.