TWD
CELH icon

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
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

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return