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 Q3	$4.46K	Sell	163 -177	-52%	-$5.25K	﹤0.01%	2322
2026 Q2	$10K	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

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 Wealth Planning Services's CELH Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Celsius Holdings (CELH) stake by 52% in Q3 2026, selling an estimated $5.25K and leaving 163 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Pinnacle Wealth Planning Services first reported a position in CELH in Q1 2024 and has held it in 5 quarters since. The position peaked at $203K in Q1 2024. 124 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

Pinnacle Wealth Planning Services held 163 shares of Celsius Holdings worth $4.46K as of Q3 2026.
Pinnacle Wealth Planning Services sold 177 Celsius Holdings shares in Q3 2026, an estimated $5.25K.
Celsius Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2322 holding.
Pinnacle Wealth Planning Services first reported a position in Celsius Holdings in Q1 2024 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Celsius Holdings position peaked at $203K in Q1 2024.
124 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.