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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
Q2 		$184 Sell
6
-122
-95% -$3.85K ﹤0.01% 1894
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

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

SHP Wealth Management's CELH Position: Q2 2026 in Review

SHP Wealth Management reduced its Celsius Holdings (CELH) stake by 95% in Q2 2026, selling an estimated $3.85K and leaving 6 shares worth $184. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

SHP Wealth Management first reported a position in CELH in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.82K in Q4 2025. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • SHP Wealth Management held 6 shares of Celsius Holdings worth $184 as of Q2 2026.
  • SHP Wealth Management sold 122 Celsius Holdings shares in Q2 2026, an estimated $3.85K.
  • Celsius Holdings made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1894 holding.
  • SHP Wealth Management first reported a position in Celsius Holdings in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Celsius Holdings position peaked at $5.82K in Q4 2025.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.