Retirement Wealth Solutions
CELH icon

Retirement Wealth Solutions’s Celsius Holdings CELH Stock Holding History

Retirement Wealth Solutions’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
Q3 		$848 Buy
31
+18
+138% +$534 ﹤0.01% 770
2026
Q2 		$381 Sell
13
-4
-24% -$126 ﹤0.01% 748
2026
Q1 		$604 Buy
17
+2
+13% +$95 ﹤0.01% 704
2025
Q4 		$687 Buy
+15
New +$756 ﹤0.01% 642

Other funds holding CELH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Sachem Head Capital Management
Sachem Head Capital Management New York $3.97B AUM 45.91% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Retirement Wealth Solutions's CELH Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Celsius Holdings (CELH) stake by 138% in Q3 2026, buying an estimated $534 and bringing the position to 31 shares worth $848. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Retirement Wealth Solutions first reported a position in CELH in Q4 2025 and has held it in 4 quarters since. 394 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

  • Retirement Wealth Solutions held 31 shares of Celsius Holdings worth $848 as of Q3 2026.
  • Retirement Wealth Solutions bought 18 Celsius Holdings shares in Q3 2026, an estimated $534.
  • Celsius Holdings made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #770 holding.
  • Retirement Wealth Solutions first reported a position in Celsius Holdings in Q4 2025 and has held it in 4 quarters since.
  • 394 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.