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Red Door Wealth Management’s Celsius Holdings CELH Stock Holding History

Red Door Wealth Management’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
Q2 		– Sell
-4,000
Closed -$142K – 279
2025
Q1 		$142K Buy
+4,000
New +$109K 0.02% 229

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Red Door Wealth Management's CELH Position: Q2 2025 in Review

Red Door Wealth Management sold out of Celsius Holdings (CELH) in Q2 2025, closing a stake of 1,923 shares — an estimated $68.5K sold.

Red Door Wealth Management first reported a position in CELH in Q1 2025 and held it in 1 quarter. The position peaked at $68.5K in Q1 2025. 552 funds tracked by Wall St. Rank hold CELH as of Q2 2025.

  • Red Door Wealth Management reported no remaining Celsius Holdings position as of Q2 2025 after selling out during the quarter.
  • Red Door Wealth Management sold 1,923 Celsius Holdings shares in Q2 2025, an estimated $68.5K.
  • Red Door Wealth Management first reported a position in Celsius Holdings in Q1 2025 and held it in 1 quarter.
  • Red Door Wealth Management's Celsius Holdings position peaked at $68.5K in Q1 2025.
  • 552 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2025.

Based on Red Door Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.