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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
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 $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Retirement Wealth Solutions's CELH Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Celsius Holdings (CELH) stake by 24% in Q2 2026, selling an estimated $126 and leaving 13 shares worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Retirement Wealth Solutions first reported a position in CELH in Q4 2025 and has held it in 3 quarters since. The position peaked at $687 in Q4 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Retirement Wealth Solutions held 13 shares of Celsius Holdings worth $381 as of Q2 2026.
  • Retirement Wealth Solutions sold 4 Celsius Holdings shares in Q2 2026, an estimated $126.
  • Celsius Holdings made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #748 holding.
  • Retirement Wealth Solutions first reported a position in Celsius Holdings in Q4 2025 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's Celsius Holdings position peaked at $687 in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.