Phoenix Financial’s Celsius Holdings CELH Stock Holding History

Phoenix Financial’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	–	Sell	-29,710	Closed	-$1.36M	–	497
2025 Q4	$1.36M	Buy	+29,710	New	+$1.5M	0.01%	206

Other funds holding CELH

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

Phoenix Financial's CELH Position: Q1 2026 in Review

Phoenix Financial sold out of Celsius Holdings (CELH) in Q1 2026, closing a stake of 29,710 shares — an estimated $1.36M sold.

Phoenix Financial first reported a position in CELH in Q4 2025 and held it in 1 quarter. The position peaked at $1.36M in Q4 2025. 579 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

Phoenix Financial reported no remaining Celsius Holdings position as of Q1 2026 after selling out during the quarter.
Phoenix Financial sold 29,710 Celsius Holdings shares in Q1 2026, an estimated $1.36M.
Phoenix Financial first reported a position in Celsius Holdings in Q4 2025 and held it in 1 quarter.
Phoenix Financial's Celsius Holdings position peaked at $1.36M in Q4 2025.
579 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.