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Wealthspire Advisors (New York)’s Celsius Holdings CELH Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-2,596
Closed -$149K – 1338
2025
Q3 		$149K Buy
+2,596
New +$136K ﹤0.01% 888

Other funds holding CELH

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s CELH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Celsius Holdings (CELH) in Q4 2025, closing a stake of 2,596 shares — an estimated $149K sold.

Wealthspire Advisors (New York) first reported a position in CELH in Q3 2025 and held it in 1 quarter. The position peaked at $149K in Q3 2025. 613 funds tracked by Wall St. Rank hold CELH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Celsius Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,596 Celsius Holdings shares in Q4 2025, an estimated $149K.
  • Wealthspire Advisors (New York) first reported a position in Celsius Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Celsius Holdings position peaked at $149K in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Celsius Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.