Pension & Wealth Management Advisors’s Celsius Holdings CELH Stock Holding History

Pension & Wealth Management 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
2025 Q4	–	Sell	-65	Closed	-$3.74K	–	550
2025 Q3	$3.74K	Buy	65 +25	+63%	+$1.31K	﹤0.01%	451
2025 Q2	$1.86K	Buy	+40	New	+$1.54K	﹤0.01%	433

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 $1.9T AUM 41.92% 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

Pension & Wealth Management Advisors's CELH Position: Q4 2025 in Review

Pension & Wealth Management Advisors sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 65 shares — an estimated $3.74K sold.

Pension & Wealth Management Advisors first reported a position in CELH in Q2 2025 and held it in 2 quarters. The position peaked at $3.74K in Q3 2025. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

Pension & Wealth Management Advisors reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
Pension & Wealth Management Advisors sold 65 Celsius Holdings shares in Q4 2025, an estimated $3.74K.
Pension & Wealth Management Advisors first reported a position in Celsius Holdings in Q2 2025 and held it in 2 quarters.
Pension & Wealth Management Advisors's Celsius Holdings position peaked at $3.74K in Q3 2025.
613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2025, filed 7 Aug 2026.