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Spire Wealth Management’s Celsius Holdings CELH Stock Holding History

Spire 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 		$78.7K Sell
2,689
-2,227
-45% -$70.2K ﹤0.01% 1050
2026
Q1 		$174K Buy
4,916
+2,602
+112% +$123K 0.01% 827
2025
Q4 		$106K Sell
2,314
-233
-9% -$11.7K ﹤0.01% 975
2025
Q3 		$146K Buy
2,547
+180
+8% +$9.41K 0.01% 872
2025
Q2 		$110K Sell
2,367
-310
-12% -$11.9K ﹤0.01% 939
2025
Q1 		$95.4K Buy
2,677
+287
+12% +$7.82K ﹤0.01% 1056
2024
Q4 		$63K Sell
2,390
-941
-28% -$27.9K ﹤0.01% 1196
2024
Q3 		$104K Sell
3,331
-302
-8% -$12.7K ﹤0.01% 904
2024
Q2 		$207K Sell
3,633
-2,088
-36% -$158K 0.01% 708
2024
Q1 		$474K Sell
5,721
-3,575
-38% -$245K 0.01% 529
2023
Q4 		$483K Buy
9,296
+5,552
+148% +$296K 0.02% 524
2023
Q3 		$214K Buy
3,744
+1,107
+42% +$62.2K 0.01% 691
2023
Q2 		$131K Sell
2,637
-5,145
-66% -$205K ﹤0.01% 874
2023
Q1 		$241K Buy
7,782
+5,505
+242% +$174K 0.01% 674
2022
Q4 		$79K Sell
2,277
-3,933
-63% -$128K ﹤0.01% 824
2022
Q3 		$188K Sell
6,210
-34,398
-85% -$1.08M 0.01% 543
2022
Q2 		$883K Buy
40,608
+40,551
+71,142% +$782K 0.04% 355
2022
Q1 		$1K Sell
57
-47,307
-100% -$849K ﹤0.01% 2455
2021
Q4 		$1.18M Buy
+47,364
New +$1.31M 0.03% 425
2021
Q2 		– Sell
-48,051
Closed -$697K – 2636
2021
Q1 		$697K Buy
+48,051
New +$902K 0.02% 560

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

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

Spire Wealth Management reduced its Celsius Holdings (CELH) stake by 45% in Q2 2026, selling an estimated $70.2K and leaving 2,689 shares worth $78.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Spire Wealth Management first reported a position in CELH in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.18M in Q4 2021. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Spire Wealth Management held 2,689 shares of Celsius Holdings worth $78.7K as of Q2 2026.
  • Spire Wealth Management sold 2,227 Celsius Holdings shares in Q2 2026, an estimated $70.2K.
  • Celsius Holdings made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1050 holding.
  • Spire Wealth Management first reported a position in Celsius Holdings in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Celsius Holdings position peaked at $1.18M in Q4 2021.
  • 541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.