Peterson Wealth Services’s Celsius Holdings CELH Stock Holding History

Peterson Wealth 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
2026 Q2	$473K	Buy	16,145 +991	+7%	+$31.2K	0.1%	101
2026 Q1	$538K	Buy	15,154 +1,080	+8%	+$51.2K	0.13%	93
2025 Q4	$644K	Buy	14,074 +13,974	+13,974%	+$704K	0.16%	82
2025 Q3	$928K	Sell	100 -15,466	-99%	-$809K	0.23%	67
2025 Q2	$722K	Buy	15,566 +13,715	+741%	+$528K	0.2%	79
2025 Q1	$65.9K	Buy	+1,851	New	+$50.4K	0.02%	152
2024 Q4	–	Sell	-15,978	Closed	-$501K	–	220
2024 Q3	$501K	Buy	15,978 +3,008	+23%	+$126K	0.16%	92
2024 Q2	$740K	Buy	12,970 +1,468	+13%	+$111K	0.26%	77
2024 Q1	$954K	Buy	+11,502	New	+$789K	0.35%	58

Other funds holding CELH

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

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

Peterson Wealth Services's CELH Position: Q2 2026 in Review

Peterson Wealth Services increased its Celsius Holdings (CELH) stake by 6.5% in Q2 2026, buying an estimated $31.2K and bringing the position to 16,145 shares worth $473K. The position accounts for 0.1% of the portfolio, ranked #101.

Peterson Wealth Services first reported a position in CELH in Q1 2024 and has held it in 9 quarters since. The position peaked at $954K in Q1 2024. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Peterson Wealth Services held 16,145 shares of Celsius Holdings worth $473K as of Q2 2026.
Peterson Wealth Services bought 991 Celsius Holdings shares in Q2 2026, an estimated $31.2K.
Celsius Holdings made up 0.1% of Peterson Wealth Services's portfolio in Q2 2026, its #101 holding.
Peterson Wealth Services first reported a position in Celsius Holdings in Q1 2024 and has held it in 9 quarters since.
Peterson Wealth Services's Celsius Holdings position peaked at $954K in Q1 2024.
543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.