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Sequoia Financial Advisors’s Celsius Holdings CELH Stock Holding History

Sequoia Financial 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
Q2 		$346K Sell
11,818
-25,496
-68% -$804K ﹤0.01% 1570
2026
Q1 		$1.32M Buy
37,314
+1,772
+5% +$84K 0.01% 771
2025
Q4 		$1.63M Buy
35,542
+7,379
+26% +$372K 0.01% 658
2025
Q3 		$1.62M Buy
+28,163
New +$1.47M 0.01% 595

Other funds holding CELH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sequoia Financial Advisors's CELH Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Celsius Holdings (CELH) stake by 68% in Q2 2026, selling an estimated $804K and leaving 11,818 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Sequoia Financial Advisors first reported a position in CELH in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.63M in Q4 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Sequoia Financial Advisors held 11,818 shares of Celsius Holdings worth $346K as of Q2 2026.
  • Sequoia Financial Advisors sold 25,496 Celsius Holdings shares in Q2 2026, an estimated $804K.
  • Celsius Holdings made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1570 holding.
  • Sequoia Financial Advisors first reported a position in Celsius Holdings in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Celsius Holdings position peaked at $1.63M in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.