Stifel Financial

Stifel Financial’s Celsius Holdings CELH Stock Holding History

Stifel Financial’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	$2.87M	Sell	80,791 -49,095	-38%	-$2.33M	﹤0.01%	1699
2025 Q4	$5.94M	Buy	129,886 +68,302	+111%	+$3.44M	0.01%	1237
2025 Q3	$3.54M	Sell	61,584 -19,549	-24%	-$1.02M	﹤0.01%	1499
2025 Q2	$3.76M	Buy	81,133 +6,167	+8%	+$238K	﹤0.01%	1415
2025 Q1	$2.67M	Sell	74,966 -69,720	-48%	-$1.9M	﹤0.01%	1562
2024 Q4	$3.81M	Buy	144,686 +27,531	+23%	+$817K	﹤0.01%	1356
2024 Q3	$3.67M	Buy	117,155 +11,246	+11%	+$472K	﹤0.01%	1382
2024 Q2	$6.05M	Sell	105,909 -37,533	-26%	-$2.84M	0.01%	1040
2024 Q1	$11.9M	Buy	143,442 +23,183	+19%	+$1.59M	0.01%	746
2023 Q4	$6.56M	Buy	120,259 +71,089	+145%	+$3.79M	0.01%	963
2023 Q3	$2.81M	Sell	49,170 -11,163	-19%	-$628K	﹤0.01%	1370
2023 Q2	$3M	Buy	60,333 +24,372	+68%	+$969K	﹤0.01%	1353
2023 Q1	$1.11M	Sell	35,961 -75,510	-68%	-$2.38M	﹤0.01%	1971
2022 Q4	$3.87M	Sell	111,471 -31,269	-22%	-$1.02M	0.01%	1120
2022 Q3	$4.32M	Buy	+142,740	New	+$4.47M	0.01%	1020

Other funds holding CELH

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return