True Wealth Design’s Celsius Holdings CELH Stock Holding History

True Wealth Design’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	$27.3K	Buy	932 +915	+5,382%	+$28.8K	0.01%	705
2026 Q1	$604	Sell	17 -256	-94%	-$12.1K	﹤0.01%	1983
2025 Q4	$12.5K	Sell	273 -32	-10%	-$1.61K	﹤0.01%	780
2025 Q3	$17.5K	Buy	305 +91	+43%	+$4.76K	0.01%	656
2025 Q2	$9.93K	Buy	214 +209	+4,180%	+$8.05K	﹤0.01%	584
2025 Q1	$179	Buy	+5	New	+$136	﹤0.01%	2000
2024 Q4	–	Sell	-8	Closed	-$251	–	1385
2024 Q3	$251	Sell	8 -2	-20%	-$84	﹤0.01%	1176
2024 Q2	$571	Buy	10 +6	+150%	+$454	﹤0.01%	632
2024 Q1	$332	Buy	4 +2	+100%	+$137	﹤0.01%	696
2023 Q4	$110	Sell	2 -1	-33%	-$53	﹤0.01%	735
2023 Q3	$172	Buy	+3	New	+$169	﹤0.01%	665

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

True Wealth Design's CELH Position: Q2 2026 in Review

True Wealth Design increased its Celsius Holdings (CELH) stake by 5,382% in Q2 2026, buying an estimated $28.8K and bringing the position to 932 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #705.

True Wealth Design first reported a position in CELH in Q3 2023 and has held it in 11 quarters since. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

True Wealth Design held 932 shares of Celsius Holdings worth $27.3K as of Q2 2026.
True Wealth Design bought 915 Celsius Holdings shares in Q2 2026, an estimated $28.8K.
Celsius Holdings made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #705 holding.
True Wealth Design first reported a position in Celsius Holdings in Q3 2023 and has held it in 11 quarters since.
541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.