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New England Research & Management’s Celsius Holdings CELH Stock Holding History

New England Research & 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 		– Sell
-6,450
Closed -$371K – 155
2025
Q3 		$371K Buy
+6,450
New +$337K 0.17% 123
2024
Q3 		– Sell
-11,150
Closed -$637K – 162
2024
Q2 		$637K Buy
11,150
+5,475
+96% +$414K 0.31% 102
2024
Q1 		$471K Buy
+5,675
New +$389K 0.23% 121

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

New England Research & Management's CELH Position: Q4 2025 in Review

New England Research & Management sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 6,450 shares — an estimated $371K sold.

New England Research & Management first reported a position in CELH in Q1 2024 and held it in 3 quarters. The position peaked at $637K in Q2 2024. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

  • New England Research & Management reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
  • New England Research & Management sold 6,450 Celsius Holdings shares in Q4 2025, an estimated $371K.
  • New England Research & Management first reported a position in Celsius Holdings in Q1 2024 and held it in 3 quarters.
  • New England Research & Management's Celsius Holdings position peaked at $637K in Q2 2024.
  • 613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on New England Research & Management's 13F filing for Q4 2025, filed 7 Jan 2026.