OAS
CELH icon

Optivise Advisory Services’s Celsius Holdings CELH Stock Holding History

Optivise Advisory Services’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
-5,031
Closed -$289K – 203
2025
Q3 		$289K Buy
+5,031
New +$263K 0.17% 131

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

Optivise Advisory Services's CELH Position: Q4 2025 in Review

Optivise Advisory Services sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 5,031 shares — an estimated $289K sold.

Optivise Advisory Services first reported a position in CELH in Q3 2025 and held it in 1 quarter. The position peaked at $289K in Q3 2025. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

  • Optivise Advisory Services reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 5,031 Celsius Holdings shares in Q4 2025, an estimated $289K.
  • Optivise Advisory Services first reported a position in Celsius Holdings in Q3 2025 and held it in 1 quarter.
  • Optivise Advisory Services's Celsius Holdings position peaked at $289K in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on Optivise Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.