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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Capelight Capital Asset Management New York $208M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return