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Sheaff Brock Investment Advisors’s Celsius Holdings CELH Stock Holding History

Sheaff Brock 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
2025
Q1 		$353K Buy
+9,900
New +$270K 0.03% 311
2024
Q3 		– Sell
-26,785
Closed -$1.53M – 463
2024
Q2 		$1.53M Buy
26,785
+2,635
+11% +$199K 0.14% 126
2024
Q1 		$2M Buy
24,150
+1,031
+4% +$70.7K 0.13% 117
2023
Q4 		$1.26M Buy
23,119
+400
+2% +$21.3K 0.1% 146
2023
Q3 		$1.3M Buy
22,719
+2,631
+13% +$148K 0.12% 131
2023
Q2 		$999K Sell
20,088
-5,700
-22% -$227K 0.08% 173
2023
Q1 		$799K Buy
25,788
+8,250
+47% +$260K 0.07% 197
2022
Q4 		$608K Hold
17,538
– – 0.06% 219
2022
Q3 		$530K Sell
17,538
-9,750
-36% -$305K 0.06% 225
2022
Q2 		$594K Sell
27,288
-750
-3% -$14.5K 0.05% 217
2022
Q1 		$516K Buy
28,038
+9,150
+48% +$164K 0.04% 277
2021
Q4 		$469K Sell
18,888
-5,400
-22% -$149K 0.03% 291
2021
Q3 		$729K Sell
24,288
-16,107
-40% -$414K 0.05% 207
2021
Q2 		$1.02M Buy
40,395
+3,903
+11% +$79.5K 0.07% 171
2021
Q1 		$584K Buy
36,492
+11,742
+47% +$220K 0.05% 228
2020
Q4 		$415K Buy
+24,750
New +$247K 0.03% 270

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Sheaff Brock Investment Advisors's CELH Position: Q1 2025 in Review

Sheaff Brock Investment Advisors opened a new position in Celsius Holdings (CELH) in Q1 2025: 9,900 shares worth $353K. The stake represents 0.03% of the portfolio and ranks #311 among its holdings. This is a return to the name: Sheaff Brock Investment Advisors previously reported a position in CELH as recently as Q2 2024.

Sheaff Brock Investment Advisors first reported a position in CELH in Q4 2020 and has held it in 16 quarters since. The position peaked at $2M in Q1 2024. 483 funds tracked by Wall St. Rank hold CELH as of Q1 2025.

  • Sheaff Brock Investment Advisors held 9,900 shares of Celsius Holdings worth $353K as of Q1 2025.
  • Celsius Holdings was a new Sheaff Brock Investment Advisors position in Q1 2025.
  • Celsius Holdings made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #311 holding.
  • Sheaff Brock Investment Advisors first reported a position in Celsius Holdings in Q4 2020 and has held it in 16 quarters since.
  • Sheaff Brock Investment Advisors's Celsius Holdings position peaked at $2M in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.