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CELH icon

NewEdge Advisors’s Celsius Holdings CELH Stock Holding History

NewEdge 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
2026
Q2 		$14.8K Sell
506
-900
-64% -$28.4K ﹤0.01% 3440
2026
Q1 		$49.9K Sell
1,406
-4,946
-78% -$234K ﹤0.01% 2940
2025
Q4 		$291K Buy
6,352
+659
+12% +$33.2K ﹤0.01% 2330
2025
Q3 		$327K Sell
5,693
-21,453
-79% -$1.12M ﹤0.01% 2116
2025
Q2 		$1.26M Buy
27,146
+3,980
+17% +$153K 0.01% 1162
2025
Q1 		$825K Buy
23,166
+13,159
+131% +$359K ﹤0.01% 1292
2024
Q4 		$264K Buy
10,007
+9,565
+2,164% +$284K ﹤0.01% 1949
2024
Q3 		$13.9K Sell
442
-8,835
-95% -$371K ﹤0.01% 2844
2024
Q2 		$530K Sell
9,277
-16,427
-64% -$1.24M ﹤0.01% 1385
2024
Q1 		$2.13M Buy
25,704
+3,910
+18% +$268K 0.02% 664
2023
Q4 		$1.16M Sell
21,794
-628
-3% -$33.5K 0.01% 869
2023
Q3 		$1.28M Buy
22,422
+13,059
+139% +$734K 0.01% 754
2023
Q2 		$466K Buy
9,363
+1,368
+17% +$54.4K 0.01% 1227
2023
Q1 		$248K Sell
7,995
-879
-10% -$27.7K ﹤0.01% 1451
2022
Q4 		$301K Sell
8,874
-15,294
-63% -$499K 0.01% 1001
2022
Q3 		$731K Buy
+24,168
New +$757K 0.01% 782
2021
Q4 		– Sell
-17,619
Closed -$529K – 1643
2021
Q3 		$529K Buy
+17,619
New +$453K 0.01% 731

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

NewEdge Advisors's CELH Position: Q2 2026 in Review

NewEdge Advisors reduced its Celsius Holdings (CELH) stake by 64% in Q2 2026, selling an estimated $28.4K and leaving 506 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3440.

NewEdge Advisors first reported a position in CELH in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.13M in Q1 2024. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • NewEdge Advisors held 506 shares of Celsius Holdings worth $14.8K as of Q2 2026.
  • NewEdge Advisors sold 900 Celsius Holdings shares in Q2 2026, an estimated $28.4K.
  • Celsius Holdings made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3440 holding.
  • NewEdge Advisors first reported a position in Celsius Holdings in Q3 2021 and has held it in 17 quarters since.
  • NewEdge Advisors's Celsius Holdings position peaked at $2.13M in Q1 2024.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.