Oak Ridge Investments’s Celsius Holdings CELH Stock Holding History

Oak Ridge Investments’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	-10,594	Closed	-$609K	–	180
2025 Q3	$609K	Buy	10,594 +23	+0.2%	+$1.2K	0.04%	144
2025 Q2	$490K	Buy	+10,571	New	+$407K	0.04%	147
2024 Q3	–	Sell	-4,568	Closed	-$261K	–	157
2024 Q2	$261K	Buy	+4,568	New	+$345K	0.02%	141

Other funds holding CELH

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Oak Ridge Investments's CELH Position: Q4 2025 in Review

Oak Ridge Investments sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 10,594 shares — an estimated $609K sold.

Oak Ridge Investments first reported a position in CELH in Q2 2024 and held it in 3 quarters. The position peaked at $609K in Q3 2025. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

Oak Ridge Investments reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
Oak Ridge Investments sold 10,594 Celsius Holdings shares in Q4 2025, an estimated $609K.
Oak Ridge Investments first reported a position in Celsius Holdings in Q2 2024 and held it in 3 quarters.
Oak Ridge Investments's Celsius Holdings position peaked at $609K in Q3 2025.
613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on Oak Ridge Investments's 13F filing for Q4 2025, filed 23 Jan 2026.