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Wealth Advisory Solutions’s Celsius Holdings CELH Stock Holding History

Wealth Advisory Solutions’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 		– Sell
-28,607
Closed -$1.31M – 146
2025
Q4 		$1.31M Buy
+28,607
New +$1.44M 0.31% 66

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BlackRock
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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

Wealth Advisory Solutions's CELH Position: Q1 2026 in Review

Wealth Advisory Solutions sold out of Celsius Holdings (CELH) in Q1 2026, closing a stake of 28,607 shares — an estimated $1.31M sold.

Wealth Advisory Solutions first reported a position in CELH in Q4 2025 and held it in 1 quarter. The position peaked at $1.31M in Q4 2025. 576 funds tracked by Wall St. Rank hold CELH as of Q1 2026.

  • Wealth Advisory Solutions reported no remaining Celsius Holdings position as of Q1 2026 after selling out during the quarter.
  • Wealth Advisory Solutions sold 28,607 Celsius Holdings shares in Q1 2026, an estimated $1.31M.
  • Wealth Advisory Solutions first reported a position in Celsius Holdings in Q4 2025 and held it in 1 quarter.
  • Wealth Advisory Solutions's Celsius Holdings position peaked at $1.31M in Q4 2025.
  • 576 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.