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Pinnacle Wealth Planning Services’s Celsius Holdings CELH Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$10.3K Buy
290
+125
+76% +$5.93K ﹤0.01% 1984
2025
Q4 		$7.55K Buy
+165
New +$8.31K ﹤0.01% 2127
2024
Q2 		– Sell
-2,449
Closed -$203K – 516
2024
Q1 		$203K Buy
+2,449
New +$168K 0.03% 432

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's CELH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Celsius Holdings (CELH) stake by 76% in Q1 2026, buying an estimated $5.93K and bringing the position to 290 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Pinnacle Wealth Planning Services first reported a position in CELH in Q1 2024 and has held it in 3 quarters since. The position peaked at $203K in Q1 2024. 576 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 290 shares of Celsius Holdings worth $10.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 125 Celsius Holdings shares in Q1 2026, an estimated $5.93K.
  • Celsius Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1984 holding.
  • Pinnacle Wealth Planning Services first reported a position in Celsius Holdings in Q1 2024 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Celsius Holdings position peaked at $203K in Q1 2024.
  • 576 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.