Root Financial Partners
CELH icon

Root Financial Partners’s Celsius Holdings CELH Stock Holding History

Root Financial Partners’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
Q3 		$17.5K Buy
+639
New +$19K ﹤0.01% 1621
2026
Q2 		– Sell
-395
Closed -$14K – 897
2026
Q1 		$14K Sell
395
-169
-30% -$8.01K ﹤0.01% 1525
2025
Q4 		$25.8K Buy
564
+212
+60% +$10.7K ﹤0.01% 1041
2025
Q3 		$20.2K Buy
+352
New +$18.4K ﹤0.01% 1112

Other funds holding CELH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Sachem Head Capital Management
Sachem Head Capital Management New York $3.97B AUM 45.91% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's CELH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Celsius Holdings (CELH) in Q3 2026: 639 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #1621 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CELH as recently as Q1 2026.

Root Financial Partners first reported a position in CELH in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.8K in Q4 2025. 394 funds tracked by Wall St. Rank hold CELH as of Q3 2026.

  • Root Financial Partners held 639 shares of Celsius Holdings worth $17.5K as of Q3 2026.
  • Celsius Holdings was a new Root Financial Partners position in Q3 2026.
  • Celsius Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1621 holding.
  • Root Financial Partners first reported a position in Celsius Holdings in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Celsius Holdings position peaked at $25.8K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Celsius Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.