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Whittier Trust’s Celsius Holdings CELH Stock Holding History

Whittier Trust’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 		$10.3M Buy
310,702
+310,262
+70,514% +$9.78M 0.1% 145
2026
Q1 		$15.9K Hold
440
– – ﹤0.01% 1046
2025
Q4 		$21.4K Hold
440
– – ﹤0.01% 1011
2025
Q3 		$25.8K Buy
440
+66
+18% +$3.45K ﹤0.01% 967
2025
Q2 		$17.3K Hold
374
– – ﹤0.01% 1137
2025
Q1 		$13.3K Hold
374
– – ﹤0.01% 1177
2024
Q4 		$9.85K Sell
374
-21
-5% -$623 ﹤0.01% 1253
2024
Q3 		$12.4K Sell
395
-63,466
-99% -$2.67M ﹤0.01% 1228
2024
Q2 		$3.65M Buy
+63,861
New +$4.83M 0.05% 223

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

Whittier Trust's CELH Position: Q2 2026 in Review

Whittier Trust increased its Celsius Holdings (CELH) stake by 70,514% in Q2 2026, buying an estimated $9.78M and bringing the position to 310,702 shares worth $10.3M. The position accounts for 0.1% of the portfolio, ranked #145.

Whittier Trust first reported a position in CELH in Q2 2024 and has held it in 9 quarters since. 541 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Whittier Trust held 310,702 shares of Celsius Holdings worth $10.3M as of Q2 2026.
  • Whittier Trust bought 310,262 Celsius Holdings shares in Q2 2026, an estimated $9.78M.
  • Celsius Holdings made up 0.1% of Whittier Trust's portfolio in Q2 2026, its #145 holding.
  • Whittier Trust first reported a position in Celsius Holdings in Q2 2024 and has held it in 9 quarters since.
  • 541 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.