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Richardson Financial Services’s Celsius Holdings CELH Stock Holding History

Richardson Financial Services’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 		$16.7K Buy
471
+314
+200% +$14.9K 0.01% 432
2025
Q4 		$7.18K Buy
+157
New +$7.91K ﹤0.01% 500
2024
Q4 		– Sell
-20
Closed -$885 – 618
2024
Q3 		$885 Buy
20
+10
+100% +$420 ﹤0.01% 572
2024
Q2 		$571 Buy
+10
New +$756 ﹤0.01% 561

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Richardson Financial Services's CELH Position: Q1 2026 in Review

Richardson Financial Services increased its Celsius Holdings (CELH) stake by 200% in Q1 2026, buying an estimated $14.9K and bringing the position to 471 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #432.

Richardson Financial Services first reported a position in CELH in Q2 2024 and has held it in 4 quarters since. 576 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • Richardson Financial Services held 471 shares of Celsius Holdings worth $16.7K as of Q1 2026.
  • Richardson Financial Services bought 314 Celsius Holdings shares in Q1 2026, an estimated $14.9K.
  • Celsius Holdings made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #432 holding.
  • Richardson Financial Services first reported a position in Celsius Holdings in Q2 2024 and has held it in 4 quarters since.
  • 576 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.