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Retirement Planning Group (Kansas)’s Celsius Holdings CELH Stock Holding History

Retirement Planning Group (Kansas)’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
-6,848
Closed -$394K – 424
2025
Q3 		$394K Hold
6,848
– – 0.01% 291
2025
Q2 		$318K Hold
6,848
– – 0.01% 254
2025
Q1 		$244K Buy
+6,848
New +$187K 0.01% 267
2024
Q4 		– Sell
-7,151
Closed -$224K – 278
2024
Q3 		$224K Hold
7,151
– – 0.01% 252
2024
Q2 		$408K Buy
+7,151
New +$541K 0.03% 171

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Retirement Planning Group (Kansas)'s CELH Position: Q4 2025 in Review

Retirement Planning Group (Kansas) sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 6,848 shares — an estimated $394K sold.

Retirement Planning Group (Kansas) first reported a position in CELH in Q2 2024 and held it in 5 quarters. The position peaked at $408K in Q2 2024. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

  • Retirement Planning Group (Kansas) reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 6,848 Celsius Holdings shares in Q4 2025, an estimated $394K.
  • Retirement Planning Group (Kansas) first reported a position in Celsius Holdings in Q2 2024 and held it in 5 quarters.
  • Retirement Planning Group (Kansas)'s Celsius Holdings position peaked at $408K in Q2 2024.
  • 613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2025, filed 3 Feb 2026.