TFC Financial Management’s Celsius Holdings CELH Stock Holding History

TFC Financial Management’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	$557	Hold	19	–	–	﹤0.01%	743
2026 Q1	$675	Hold	19	–	–	﹤0.01%	663
2025 Q4	$870	Hold	19	–	–	﹤0.01%	616
2025 Q3	$1.09K	Hold	19	–	–	﹤0.01%	619
2025 Q2	$882	Hold	19	–	–	﹤0.01%	589
2025 Q1	$677	Buy	+19	New	+$518	﹤0.01%	602
2024 Q2	–	Sell	-1	Closed	-$83	–	991
2024 Q1	$83	Buy	+1	New	+$69	﹤0.01%	854
2023 Q2	–	Sell	-6	Closed	-$186	–	660
2023 Q1	$186	Buy	+6	New	+$189	﹤0.01%	668

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 $3.37T AUM 44.26% 1-Year Est. Return

TFC Financial Management's CELH Position: Q2 2026 in Review

TFC Financial Management held its Celsius Holdings (CELH) position steady in Q2 2026 at 19 shares worth $557. The position accounts for ﹤0.01% of the portfolio, ranked #743.

TFC Financial Management first reported a position in CELH in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.09K in Q3 2025. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

TFC Financial Management held 19 shares of Celsius Holdings worth $557 as of Q2 2026.
TFC Financial Management left its Celsius Holdings share count unchanged in Q2 2026.
Celsius Holdings made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #743 holding.
TFC Financial Management first reported a position in Celsius Holdings in Q1 2023 and has held it in 8 quarters since.
TFC Financial Management's Celsius Holdings position peaked at $1.09K in Q3 2025.
541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.