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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
Q2 		$16.2K Buy
552
+81
+17% +$2.55K 0.01% 441
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

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

Richardson Financial Services's CELH Position: Q2 2026 in Review

Richardson Financial Services increased its Celsius Holdings (CELH) stake by 17% in Q2 2026, buying an estimated $2.55K and bringing the position to 552 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #441.

Richardson Financial Services first reported a position in CELH in Q2 2024 and has held it in 5 quarters since. The position peaked at $16.7K in Q1 2026. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Richardson Financial Services held 552 shares of Celsius Holdings worth $16.2K as of Q2 2026.
  • Richardson Financial Services bought 81 Celsius Holdings shares in Q2 2026, an estimated $2.55K.
  • Celsius Holdings made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #441 holding.
  • Richardson Financial Services first reported a position in Celsius Holdings in Q2 2024 and has held it in 5 quarters since.
  • Richardson Financial Services's Celsius Holdings position peaked at $16.7K in Q1 2026.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.