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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
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

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SFCM
Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return

Root Financial Partners's CELH Position: Q2 2026 in Review

Root Financial Partners sold out of Celsius Holdings (CELH) in Q2 2026, closing a stake of 395 shares — an estimated $14K sold.

Root Financial Partners first reported a position in CELH in Q3 2025 and held it in 3 quarters. The position peaked at $25.8K in Q4 2025. 152 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Root Financial Partners reported no remaining Celsius Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 395 Celsius Holdings shares in Q2 2026, an estimated $14K.
  • Root Financial Partners first reported a position in Celsius Holdings in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Celsius Holdings position peaked at $25.8K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.