TFA
CELH icon

Toth Financial Advisory’s Celsius Holdings CELH Stock Holding History

Toth Financial Advisory’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 		$9.11K Hold
311
– – ﹤0.01% 588
2026
Q1 		$11K Hold
311
– – ﹤0.01% 548
2025
Q4 		$14.2K Hold
311
– – ﹤0.01% 512
2025
Q3 		$17.9K Hold
311
– – ﹤0.01% 477
2025
Q2 		$14.4K Hold
311
– – ﹤0.01% 454
2025
Q1 		$11.1K Buy
311
+304
+4,343% +$8.29K ﹤0.01% 450
2024
Q4 		$185 Buy
+7
New +$208 ﹤0.01% 685

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

Toth Financial Advisory's CELH Position: Q2 2026 in Review

Toth Financial Advisory held its Celsius Holdings (CELH) position steady in Q2 2026 at 311 shares worth $9.11K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Toth Financial Advisory first reported a position in CELH in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.9K in Q3 2025. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Toth Financial Advisory held 311 shares of Celsius Holdings worth $9.11K as of Q2 2026.
  • Toth Financial Advisory left its Celsius Holdings share count unchanged in Q2 2026.
  • Celsius Holdings made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #588 holding.
  • Toth Financial Advisory first reported a position in Celsius Holdings in Q4 2024 and has held it in 7 quarters since.
  • Toth Financial Advisory's Celsius Holdings position peaked at $17.9K in Q3 2025.
  • 541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.