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SOA Wealth Advisors’s Celsius Holdings CELH Stock Holding History

SOA Wealth 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
2026
Q1 		– Sell
-1,000
Closed -$45.7K – 871
2025
Q4 		$45.7K Buy
+1,000
New +$50.4K 0.01% 388
2025
Q3 		– Sell
-3,738
Closed -$173K – 899
2025
Q2 		$173K Sell
3,738
-262
-7% -$10.1K 0.03% 211
2025
Q1 		$142K Hold
4,000
– – 0.03% 220
2024
Q4 		$105K Buy
4,000
+2,000
+100% +$59.3K 0.02% 246
2024
Q3 		$62.7K Hold
2,000
– – 0.01% 286
2024
Q2 		$114K Hold
2,000
– – 0.02% 232
2024
Q1 		$166K Hold
2,000
– – 0.03% 197
2023
Q4 		$109K Buy
+2,000
New +$107K 0.02% 225

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return

SOA Wealth Advisors's CELH Position: Q1 2026 in Review

SOA Wealth Advisors sold out of Celsius Holdings (CELH) in Q1 2026, closing a stake of 1,000 shares — an estimated $45.7K sold.

SOA Wealth Advisors first reported a position in CELH in Q4 2023 and held it in 8 quarters. The position peaked at $173K in Q2 2025. 579 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • SOA Wealth Advisors reported no remaining Celsius Holdings position as of Q1 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 1,000 Celsius Holdings shares in Q1 2026, an estimated $45.7K.
  • SOA Wealth Advisors first reported a position in Celsius Holdings in Q4 2023 and held it in 8 quarters.
  • SOA Wealth Advisors's Celsius Holdings position peaked at $173K in Q2 2025.
  • 579 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.