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Stephens Consulting’s Celsius Holdings CELH Stock Holding History

Stephens Consulting’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
Q4 		$4.57K Buy
100
+50
+100% +$2.52K ﹤0.01% 293
2025
Q3 		$2.88K Buy
+50
New +$2.61K ﹤0.01% 306

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Stephens Consulting's CELH Position: Q4 2025 in Review

Stephens Consulting increased its Celsius Holdings (CELH) stake by 100% in Q4 2025, buying an estimated $2.52K and bringing the position to 100 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Stephens Consulting first reported a position in CELH in Q3 2025 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

  • Stephens Consulting held 100 shares of Celsius Holdings worth $4.57K as of Q4 2025.
  • Stephens Consulting bought 50 Celsius Holdings shares in Q4 2025, an estimated $2.52K.
  • Celsius Holdings made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #293 holding.
  • Stephens Consulting first reported a position in Celsius Holdings in Q3 2025 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.