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Portside Wealth Group’s Celsius Holdings CELH Stock Holding History

Portside Wealth Group’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 		$212K Sell
7,236
-1,063
-13% -$33.5K 0.02% 481
2026
Q1 		$294K Buy
+8,299
New +$393K 0.04% 370
2025
Q4 		– Sell
-4,497
Closed -$259K – 470
2025
Q3 		$259K Sell
4,497
-402
-8% -$21K 0.04% 415
2025
Q2 		$227K Sell
4,899
-1,253
-20% -$48.3K 0.03% 417
2025
Q1 		$219K Buy
+6,152
New +$168K 0.04% 391

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
Sachem Head Capital Management
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 $3.38T AUM 44.17% 1-Year Est. Return

Portside Wealth Group's CELH Position: Q2 2026 in Review

Portside Wealth Group reduced its Celsius Holdings (CELH) stake by 13% in Q2 2026, selling an estimated $33.5K and leaving 7,236 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #481.

Portside Wealth Group first reported a position in CELH in Q1 2025 and has held it in 5 quarters since. The position peaked at $294K in Q1 2026. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Portside Wealth Group held 7,236 shares of Celsius Holdings worth $212K as of Q2 2026.
  • Portside Wealth Group sold 1,063 Celsius Holdings shares in Q2 2026, an estimated $33.5K.
  • Celsius Holdings made up 0.02% of Portside Wealth Group's portfolio in Q2 2026, its #481 holding.
  • Portside Wealth Group first reported a position in Celsius Holdings in Q1 2025 and has held it in 5 quarters since.
  • Portside Wealth Group's Celsius Holdings position peaked at $294K in Q1 2026.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.