Rise Advisors’s Celsius Holdings CELH Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-439	Closed	-$25.2K	–	335
2025 Q3	$25.2K	Hold	439	–	–	0.01%	449
2025 Q2	$20.4K	Buy	439 +28	+7%	+$1.08K	0.01%	530
2025 Q1	$14.6K	Hold	411	–	–	0.01%	708
2024 Q4	$10.8K	Sell	411 -15	-4%	-$445	0.01%	965
2024 Q3	$13.4K	Hold	426	–	–	0.01%	923
2024 Q2	$24.3K	Sell	426 -15	-3%	-$1.13K	0.01%	493
2024 Q1	$36.6K	Buy	441 +411	+1,370%	+$28.2K	0.02%	308
2023 Q4	$1.64K	Buy	+30	New	+$1.6K	﹤0.01%	481

Other funds holding CELH

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Rise Advisors's CELH Position: Q4 2025 in Review

Rise Advisors sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 439 shares — an estimated $25.2K sold.

Rise Advisors first reported a position in CELH in Q4 2023 and held it in 8 quarters. The position peaked at $36.6K in Q1 2024. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

Rise Advisors reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 439 Celsius Holdings shares in Q4 2025, an estimated $25.2K.
Rise Advisors first reported a position in Celsius Holdings in Q4 2023 and held it in 8 quarters.
Rise Advisors's Celsius Holdings position peaked at $36.6K in Q1 2024.
613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.