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Planning Strategies’s Celsius Holdings CELH Stock Holding History

Planning Strategies’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 		$59 Buy
+2
New +$63 ﹤0.01% 1053

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

Planning Strategies's CELH Position: Q2 2026 in Review

Planning Strategies opened a new position in Celsius Holdings (CELH) in Q2 2026: 2 shares worth $59. The stake represents ﹤0.01% of the portfolio and ranks #1053 among its holdings.

505 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Planning Strategies held 2 shares of Celsius Holdings worth $59 as of Q2 2026.
  • Celsius Holdings was a new Planning Strategies position in Q2 2026.
  • Celsius Holdings made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #1053 holding.
  • 505 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.