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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
Q2 		– Sell
-5,750
Closed -$204K – 129
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

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 $3.37T AUM 44.26% 1-Year Est. Return

Sharp Financial Services's CELH Position: Q2 2026 in Review

Sharp Financial Services sold out of Celsius Holdings (CELH) in Q2 2026, closing a stake of 5,750 shares — an estimated $204K sold.

Sharp Financial Services first reported a position in CELH in Q4 2023 and held it in 8 quarters. The position peaked at $464K in Q1 2024. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Sharp Financial Services reported no remaining Celsius Holdings position as of Q2 2026 after selling out during the quarter.
  • Sharp Financial Services sold 5,750 Celsius Holdings shares in Q2 2026, an estimated $204K.
  • Sharp Financial Services first reported a position in Celsius Holdings in Q4 2023 and held it in 8 quarters.
  • Sharp Financial Services's Celsius Holdings position peaked at $464K in Q1 2024.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.