Private Wealth Management Group’s Celsius Holdings CELH Stock Holding History

Private Wealth Management 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	$1.44K	Hold	49	–	–	﹤0.01%	1231
2026 Q1	$1.74K	Hold	49	–	–	﹤0.01%	1128
2025 Q4	$2.24K	Hold	49	–	–	﹤0.01%	1047
2025 Q3	$2.82K	Hold	49	–	–	﹤0.01%	1002
2025 Q2	$2.27K	Hold	49	–	–	﹤0.01%	1052
2025 Q1	$1.75K	Buy	+49	New	+$1.33K	﹤0.01%	1098

Other funds holding CELH

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

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

Private Wealth Management Group's CELH Position: Q2 2026 in Review

Private Wealth Management Group held its Celsius Holdings (CELH) position steady in Q2 2026 at 49 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Private Wealth Management Group first reported a position in CELH in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.82K in Q3 2025. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Private Wealth Management Group held 49 shares of Celsius Holdings worth $1.44K as of Q2 2026.
Private Wealth Management Group left its Celsius Holdings share count unchanged in Q2 2026.
Celsius Holdings made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1231 holding.
Private Wealth Management Group first reported a position in Celsius Holdings in Q1 2025 and has held it in 6 quarters since.
Private Wealth Management Group's Celsius Holdings position peaked at $2.82K in Q3 2025.
541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.