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Summit Securities Group’s Celsius Holdings CELH Stock Holding History

Summit Securities Group’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 		– Sell
-1,576
Closed -$55.9K – 1180
2026
Q1 		$55.9K Buy
+1,576
New +$74.7K 0.01% 370
2025
Q2 		– Sell
-941
Closed -$33.5K – 1122
2025
Q1 		$33.5K Buy
+941
New +$25.6K 0.01% 386

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

Summit Securities Group's CELH Position: Q2 2026 in Review

Summit Securities Group sold out of Celsius Holdings (CELH) in Q2 2026, closing a stake of 1,576 shares — an estimated $55.9K sold.

Summit Securities Group first reported a position in CELH in Q1 2025 and held it in 2 quarters. The position peaked at $55.9K in Q1 2026. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Summit Securities Group reported no remaining Celsius Holdings position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 1,576 Celsius Holdings shares in Q2 2026, an estimated $55.9K.
  • Summit Securities Group first reported a position in Celsius Holdings in Q1 2025 and held it in 2 quarters.
  • Summit Securities Group's Celsius Holdings position peaked at $55.9K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.