Pinnacle Associates’s Celsius Holdings CELH Stock Holding History

Pinnacle Associates’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 Q3	$875K	Sell	31,980 -1,672	-5%	-$49.6K	0.01%	559
2026 Q2	$985K	Buy	33,652 +4,980	+17%	+$157K	0.01%	541
2026 Q1	$1.02M	Buy	28,672 +5,953	+26%	+$282K	0.01%	517
2025 Q4	$1.04M	Buy	22,719 +1,439	+7%	+$72.5K	0.01%	509
2025 Q3	$1.22M	Sell	21,280 -5,475	-20%	-$286K	0.02%	475
2025 Q2	$1.24M	Sell	26,755 -985	-4%	-$37.9K	0.02%	467
2025 Q1	$988K	Buy	27,740 +9,065	+49%	+$247K	0.01%	491
2024 Q4	$492K	Buy	+18,675	New	+$554K	0.01%	604

Other funds holding CELH

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Tokio Marine Asset Management Tokyo, Japan $3.37B AUM 31.99% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Pinnacle Associates's CELH Position: Q3 2026 in Review

Pinnacle Associates reduced its Celsius Holdings (CELH) stake by 5% in Q3 2026, selling an estimated $49.6K and leaving 31,980 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #559.

Pinnacle Associates first reported a position in CELH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q2 2025. 118 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

Pinnacle Associates held 31,980 shares of Celsius Holdings worth $875K as of Q3 2026.
Pinnacle Associates sold 1,672 Celsius Holdings shares in Q3 2026, an estimated $49.6K.
Celsius Holdings made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #559 holding.
Pinnacle Associates first reported a position in Celsius Holdings in Q4 2024 and has held it in 8 quarters since.
Pinnacle Associates's Celsius Holdings position peaked at $1.24M in Q2 2025.
118 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.