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Schwarz Dygos Wheeler Investment Advisors’s Celsius Holdings CELH Stock Holding History

Schwarz Dygos Wheeler Investment 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
2026
Q1 		– Sell
-20,043
Closed -$917K – 175
2025
Q4 		$917K Hold
20,043
– – 0.19% 81
2025
Q3 		$1.15M Hold
20,043
– – 0.24% 65
2025
Q2 		$930K Sell
20,043
-20,583
-51% -$793K 0.21% 74
2025
Q1 		$1.45M Buy
40,626
+21,020
+107% +$573K 0.34% 56
2024
Q4 		$516K Buy
19,606
+158
+0.8% +$4.69K 0.13% 103
2024
Q3 		$610K Buy
+19,448
New +$817K 0.15% 95

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.66T AUM 25.57% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's CELH Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Celsius Holdings (CELH) in Q1 2026, closing a stake of 20,043 shares — an estimated $917K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in CELH in Q3 2024 and held it in 6 quarters. The position peaked at $1.45M in Q1 2025. 577 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Celsius Holdings position as of Q1 2026 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 20,043 Celsius Holdings shares in Q1 2026, an estimated $917K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Celsius Holdings in Q3 2024 and held it in 6 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's Celsius Holdings position peaked at $1.45M in Q1 2025.
  • 577 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.