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Strategic Wealth Partners’s Celsius Holdings CELH Stock Holding History

Strategic Wealth Partners’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 		$7.32K Sell
250
-790
-76% -$24.9K ﹤0.01% 986
2026
Q1 		$36.9K Hold
1,040
– – ﹤0.01% 571
2025
Q4 		$47.6K Sell
1,040
-140
-12% -$7.05K ﹤0.01% 528
2025
Q3 		$67.8K Sell
1,180
-200
-14% -$10.5K 0.01% 498
2025
Q2 		$64K Buy
+1,380
New +$53.2K 0.01% 453

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

Strategic Wealth Partners's CELH Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Celsius Holdings (CELH) stake by 76% in Q2 2026, selling an estimated $24.9K and leaving 250 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Strategic Wealth Partners first reported a position in CELH in Q2 2025 and has held it in 5 quarters since. The position peaked at $67.8K in Q3 2025. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Strategic Wealth Partners held 250 shares of Celsius Holdings worth $7.32K as of Q2 2026.
  • Strategic Wealth Partners sold 790 Celsius Holdings shares in Q2 2026, an estimated $24.9K.
  • Celsius Holdings made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #986 holding.
  • Strategic Wealth Partners first reported a position in Celsius Holdings in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Celsius Holdings position peaked at $67.8K in Q3 2025.
  • 541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.