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Opal Wealth Advisors’s Celsius Holdings CELH Stock Holding History

Opal Wealth 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
Q1 		$36.5K Buy
+1,029
New +$48.8K 0.01% 466
2025
Q2 		– Sell
-2,020
Closed -$72K – 571
2025
Q1 		$72K Buy
+2,020
New +$55.1K 0.02% 312

Other funds holding CELH

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Opal Wealth Advisors's CELH Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Celsius Holdings (CELH) in Q1 2026: 1,029 shares worth $36.5K. The stake represents 0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in CELH as recently as Q1 2025.

Opal Wealth Advisors first reported a position in CELH in Q1 2025 and has held it in 2 quarters since. The position peaked at $72K in Q1 2025. 576 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • Opal Wealth Advisors held 1,029 shares of Celsius Holdings worth $36.5K as of Q1 2026.
  • Celsius Holdings was a new Opal Wealth Advisors position in Q1 2026.
  • Celsius Holdings made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #466 holding.
  • Opal Wealth Advisors first reported a position in Celsius Holdings in Q1 2025 and has held it in 2 quarters since.
  • Opal Wealth Advisors's Celsius Holdings position peaked at $72K in Q1 2025.
  • 576 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.