RA
CELH icon

RFG Advisory’s Celsius Holdings CELH Stock Holding History

RFG Advisory’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
Q1 		$979K Buy
27,585
+678
+3% +$32.1K 0.02% 547
2025
Q4 		$1.23M Sell
26,907
-14,190
-35% -$715K 0.02% 472
2025
Q3 		$2.36M Buy
41,097
+11,029
+37% +$577K 0.05% 281
2025
Q2 		$1.39M Buy
+30,068
New +$1.16M 0.03% 369
2024
Q3 		– Sell
-5,670
Closed -$324K – 736
2024
Q2 		$324K Sell
5,670
-6,720
-54% -$508K 0.01% 575
2024
Q1 		$1.03M Buy
12,390
+814
+7% +$55.8K 0.04% 351
2023
Q4 		$631K Buy
+11,576
New +$618K 0.02% 399

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return