Wood Tarver Financial Group’s Celsius Holdings CELH Stock Holding History

Wood Tarver Financial 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
2025 Q1	–	Sell	-10	Closed	–	–	717
2024 Q4	$0	Buy	+10	New	+$297	﹤0.01%	616

Other funds holding CELH

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wood Tarver Financial Group's CELH Position: Q1 2025 in Review

Wood Tarver Financial Group sold out of Celsius Holdings (CELH) in Q1 2025, closing a stake of 10 shares.

Wood Tarver Financial Group first reported a position in CELH in Q4 2024 and held it in 1 quarter. The position peaked at $0 in Q4 2024. 482 funds tracked by Wall St. Rank hold CELH as of Q1 2025.

Wood Tarver Financial Group reported no remaining Celsius Holdings position as of Q1 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 10 Celsius Holdings shares in Q1 2025.
Wood Tarver Financial Group first reported a position in Celsius Holdings in Q4 2024 and held it in 1 quarter.
Wood Tarver Financial Group's Celsius Holdings position peaked at $0 in Q4 2024.
482 funds tracked by Wall St. Rank held Celsius Holdings as of Q1 2025.

Based on Wood Tarver Financial Group's 13F filing for Q1 2025, filed 29 Apr 2025.