SWS Partners’s Celsius Holdings CELH Stock Holding History

SWS 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	$1.87M	Buy	63,777 +1,777	+3%	+$56K	0.4%	76
2026 Q1	$2.2M	Buy	62,000 +1,250	+2%	+$59.3K	0.54%	65
2025 Q4	$2.78M	Buy	60,750 +23,207	+62%	+$1.17M	0.67%	53
2025 Q3	$2.16M	Buy	37,543 +495	+1%	+$25.9K	0.53%	68
2025 Q2	$1.72M	Buy	+37,048	New	+$1.43M	0.46%	77

Other funds holding CELH

BGC

Blue Grotto Capital Atlanta, Georgia $1.2B AUM 48.81% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BSA

Braun Stacey Associates New York $3.53B AUM 63.32% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

SWS Partners's CELH Position: Q2 2026 in Review

SWS Partners increased its Celsius Holdings (CELH) stake by 2.9% in Q2 2026, buying an estimated $56K and bringing the position to 63,777 shares worth $1.87M. The position accounts for 0.4% of the portfolio, ranked #76.

SWS Partners first reported a position in CELH in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.78M in Q4 2025. 213 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

SWS Partners held 63,777 shares of Celsius Holdings worth $1.87M as of Q2 2026.
SWS Partners bought 1,777 Celsius Holdings shares in Q2 2026, an estimated $56K.
Celsius Holdings made up 0.4% of SWS Partners's portfolio in Q2 2026, its #76 holding.
SWS Partners first reported a position in Celsius Holdings in Q2 2025 and has held it in 5 quarters since.
SWS Partners's Celsius Holdings position peaked at $2.78M in Q4 2025.
213 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.