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Transamerica Financial Advisors’s Celsius Holdings CELH Stock Holding History

Transamerica Financial Advisors’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 		$7.85K Sell
268
-729
-73% -$23K ﹤0.01% 1033
2026
Q1 		$35.4K Buy
997
+788
+377% +$37.4K ﹤0.01% 694
2025
Q4 		$9.56K Buy
209
+85
+69% +$4.28K ﹤0.01% 860
2025
Q3 		$7.13K Buy
+124
New +$6.48K ﹤0.01% 798

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 $3.38T AUM 44.17% 1-Year Est. Return

Transamerica Financial Advisors's CELH Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Celsius Holdings (CELH) stake by 73% in Q2 2026, selling an estimated $23K and leaving 268 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Transamerica Financial Advisors first reported a position in CELH in Q3 2025 and has held it in 4 quarters since. The position peaked at $35.4K in Q1 2026. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Transamerica Financial Advisors held 268 shares of Celsius Holdings worth $7.85K as of Q2 2026.
  • Transamerica Financial Advisors sold 729 Celsius Holdings shares in Q2 2026, an estimated $23K.
  • Celsius Holdings made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1033 holding.
  • Transamerica Financial Advisors first reported a position in Celsius Holdings in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Celsius Holdings position peaked at $35.4K in Q1 2026.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.