UFPG
CELH icon

United Financial Planning Group’s Celsius Holdings CELH Stock Holding History

United Financial Planning Group’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 		$1.41K Hold
48
– – ﹤0.01% 445
2026
Q1 		$1.7K Hold
48
– – ﹤0.01% 432
2025
Q4 		$2.2K Buy
+48
New +$2.42K ﹤0.01% 328

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

United Financial Planning Group's CELH Position: Q2 2026 in Review

United Financial Planning Group held its Celsius Holdings (CELH) position steady in Q2 2026 at 48 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

United Financial Planning Group first reported a position in CELH in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.2K in Q4 2025. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • United Financial Planning Group held 48 shares of Celsius Holdings worth $1.41K as of Q2 2026.
  • United Financial Planning Group left its Celsius Holdings share count unchanged in Q2 2026.
  • Celsius Holdings made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #445 holding.
  • United Financial Planning Group first reported a position in Celsius Holdings in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Celsius Holdings position peaked at $2.2K in Q4 2025.
  • 541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.