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SageView Advisory Group’s Celsius Holdings CELH Stock Holding History

SageView Advisory Group’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 		– Sell
-627
Closed -$28.7K – 901
2025
Q4 		$28.7K Buy
+627
New +$31.6K ﹤0.01% 1307

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's CELH Position: Q1 2026 in Review

SageView Advisory Group sold out of Celsius Holdings (CELH) in Q1 2026, closing a stake of 627 shares — an estimated $28.7K sold.

SageView Advisory Group first reported a position in CELH in Q4 2025 and held it in 1 quarter. The position peaked at $28.7K in Q4 2025. 579 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • SageView Advisory Group reported no remaining Celsius Holdings position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 627 Celsius Holdings shares in Q1 2026, an estimated $28.7K.
  • SageView Advisory Group first reported a position in Celsius Holdings in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Celsius Holdings position peaked at $28.7K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.