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

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's CELH Position: Q1 2026 in Review

Summit Securities Group opened a new position in Celsius Holdings (CELH) in Q1 2026: 1,576 shares worth $55.9K. The stake represents 0.01% of the portfolio and ranks #370 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in CELH as recently as Q1 2025.

Summit Securities Group first reported a position in CELH in Q1 2025 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • Summit Securities Group held 1,576 shares of Celsius Holdings worth $55.9K as of Q1 2026.
  • Celsius Holdings was a new Summit Securities Group position in Q1 2026.
  • Celsius Holdings made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #370 holding.
  • Summit Securities Group first reported a position in Celsius Holdings in Q1 2025 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.