Waverly Advisors’s Celsius Holdings CELH Stock Holding History

Waverly 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	$201K	Buy	+6,871	New	+$217K	﹤0.01%	1622

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

Waverly Advisors's CELH Position: Q2 2026 in Review

Waverly Advisors opened a new position in Celsius Holdings (CELH) in Q2 2026: 6,871 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1622 among its holdings.

541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Waverly Advisors held 6,871 shares of Celsius Holdings worth $201K as of Q2 2026.
Celsius Holdings was a new Waverly Advisors position in Q2 2026.
Celsius Holdings made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1622 holding.
541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.