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
2025 Q4	–	Sell	-15,000	Closed	-$862K	–	1047
2025 Q3	$862K	Buy	+15,000	New	+$784K	0.18%	115

Other funds holding CELH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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. 543 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.
543 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.