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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
Q2 		$9.96K Buy
340
+50
+17% +$1.58K ﹤0.01% 2065
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's CELH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Celsius Holdings (CELH) stake by 17% in Q2 2026, buying an estimated $1.58K and bringing the position to 340 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Pinnacle Wealth Planning Services first reported a position in CELH in Q1 2024 and has held it in 4 quarters since. The position peaked at $203K in Q1 2024. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 340 shares of Celsius Holdings worth $9.96K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 50 Celsius Holdings shares in Q2 2026, an estimated $1.58K.
  • Celsius Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2065 holding.
  • Pinnacle Wealth Planning Services first reported a position in Celsius Holdings in Q1 2024 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Celsius Holdings position peaked at $203K in Q1 2024.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.