Sharp Financial Services’s Celsius Holdings CELH Stock Holding History

Sharp Financial Services’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	$204K	Buy	5,750 +500	+10%	+$23.7K	0.1%	117
2025 Q4	$240K	Buy	5,250 +50	+1%	+$2.52K	0.12%	103
2025 Q3	$299K	Sell	5,200 -100	-2%	-$5.23K	0.16%	82
2025 Q2	$246K	Sell	5,300 -400	-7%	-$15.4K	0.16%	76
2025 Q1	$203K	Buy	+5,700	New	+$155K	0.16%	86
2024 Q3	–	Sell	-6,000	Closed	-$343K	–	97
2024 Q2	$343K	Buy	6,000 +400	+7%	+$30.2K	0.29%	63
2024 Q1	$464K	Buy	5,600 +1,100	+24%	+$75.4K	0.43%	45
2023 Q4	$245K	Buy	+4,500	New	+$240K	0.27%	70

Other funds holding CELH

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sharp Financial Services's CELH Position: Q1 2026 in Review

Sharp Financial Services increased its Celsius Holdings (CELH) stake by 9.5% in Q1 2026, buying an estimated $23.7K and bringing the position to 5,750 shares worth $204K. The position accounts for 0.1% of the portfolio, ranked #117.

Sharp Financial Services first reported a position in CELH in Q4 2023 and has held it in 8 quarters since. The position peaked at $464K in Q1 2024. 576 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

Sharp Financial Services held 5,750 shares of Celsius Holdings worth $204K as of Q1 2026.
Sharp Financial Services bought 500 Celsius Holdings shares in Q1 2026, an estimated $23.7K.
Celsius Holdings made up 0.1% of Sharp Financial Services's portfolio in Q1 2026, its #117 holding.
Sharp Financial Services first reported a position in Celsius Holdings in Q4 2023 and has held it in 8 quarters since.
Sharp Financial Services's Celsius Holdings position peaked at $464K in Q1 2024.
576 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.