Precision Wealth Strategies’s Celsius Holdings CELH Stock Holding History

Precision Wealth 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
2025 Q4	–	Sell	-13,789	Closed	-$793K	–	164
2025 Q3	$793K	Buy	+13,789	New	+$721K	0.26%	80
2024 Q2	–	Sell	-5,802	Closed	-$481K	–	108
2024 Q1	$481K	Sell	5,802 -202	-3%	-$13.8K	0.45%	41
2023 Q4	$327K	Sell	6,004 -14	-0.2%	-$747	0.32%	61
2023 Q3	$344K	Buy	+6,018	New	+$338K	0.37%	47

Other funds holding CELH

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Precision Wealth Strategies's CELH Position: Q4 2025 in Review

Precision Wealth Strategies sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 13,789 shares — an estimated $793K sold.

Precision Wealth Strategies first reported a position in CELH in Q3 2023 and held it in 4 quarters. The position peaked at $793K in Q3 2025. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

Precision Wealth Strategies reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
Precision Wealth Strategies sold 13,789 Celsius Holdings shares in Q4 2025, an estimated $793K.
Precision Wealth Strategies first reported a position in Celsius Holdings in Q3 2023 and held it in 4 quarters.
Precision Wealth Strategies's Celsius Holdings position peaked at $793K in Q3 2025.
613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on Precision Wealth Strategies's 13F filing for Q4 2025, filed 30 Jan 2026.