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SHP Wealth Management’s Celsius Holdings CELH Stock Holding History

SHP Wealth Management’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 		$4.55K Buy
128
+1
+0.8% +$47 ﹤0.01% 1094
2025
Q4 		$5.82K Buy
+127
New +$6.4K ﹤0.01% 951

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

SHP Wealth Management's CELH Position: Q1 2026 in Review

SHP Wealth Management increased its Celsius Holdings (CELH) stake by 0.79% in Q1 2026, buying an estimated $47 and bringing the position to 128 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

SHP Wealth Management first reported a position in CELH in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.82K in Q4 2025. 577 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • SHP Wealth Management held 128 shares of Celsius Holdings worth $4.55K as of Q1 2026.
  • SHP Wealth Management bought 1 Celsius Holdings share in Q1 2026, an estimated $47.
  • Celsius Holdings made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1094 holding.
  • SHP Wealth Management first reported a position in Celsius Holdings in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Celsius Holdings position peaked at $5.82K in Q4 2025.
  • 577 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.