UFA
CELH icon

Unify Financial Advisors’s Celsius Holdings CELH Stock Holding History

Unify 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 		$308K Buy
10,533
+2,568
+32% +$81K 0.28% 70
2026
Q1 		$283K Buy
7,965
+326
+4% +$15.5K 0.29% 74
2025
Q4 		$349K Buy
+7,639
New +$385K 0.36% 67

Other funds holding CELH

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SWCM
Sullivan Wood Capital Management Washington, District of Columbia $73M AUM 37.63% 1-Year Est. Return

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

Unify Financial Advisors increased its Celsius Holdings (CELH) stake by 32% in Q2 2026, buying an estimated $81K and bringing the position to 10,533 shares worth $308K. The position accounts for 0.28% of the portfolio, ranked #70.

Unify Financial Advisors first reported a position in CELH in Q4 2025 and has held it in 3 quarters since. The position peaked at $349K in Q4 2025. 96 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Unify Financial Advisors held 10,533 shares of Celsius Holdings worth $308K as of Q2 2026.
  • Unify Financial Advisors bought 2,568 Celsius Holdings shares in Q2 2026, an estimated $81K.
  • Celsius Holdings made up 0.28% of Unify Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • Unify Financial Advisors first reported a position in Celsius Holdings in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's Celsius Holdings position peaked at $349K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.