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Xcel Wealth Management’s Celsius Holdings CELH Stock Holding History

Xcel Wealth Management’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 		$446K Buy
15,218
+5,200
+52% +$164K 0.11% 114
2026
Q1 		$355K Hold
10,018
– – 0.1% 117
2025
Q4 		$458K Sell
10,018
-2,210
-18% -$111K 0.12% 105
2025
Q3 		$703K Sell
12,228
-2,600
-18% -$136K 0.18% 86
2025
Q2 		$688K Sell
14,828
-9,000
-38% -$347K 0.2% 80
2025
Q1 		$849K Sell
23,828
-24,110
-50% -$657K 0.26% 71
2024
Q4 		$1.26M Sell
47,938
-23,880
-33% -$708K 0.35% 55
2024
Q3 		$2.25M Sell
71,818
-7,195
-9% -$302K 0.66% 37
2024
Q2 		$4.51M Sell
79,013
-8,034
-9% -$607K 1.41% 19
2024
Q1 		$7.22M Sell
87,047
-15,821
-15% -$1.08M 2.26% 13
2023
Q4 		$5.61M Buy
102,868
+595
+0.6% +$31.8K 1.97% 15
2023
Q3 		$5.85M Buy
102,273
+22,923
+29% +$1.29M 2.31% 12
2023
Q2 		$3.95M Sell
79,350
-1,200
-1% -$47.7K 1.25% 22
2023
Q1 		$2.5M Buy
80,550
+10,347
+15% +$326K 0.88% 30
2022
Q4 		$2.43M Sell
70,203
-8,550
-11% -$279K 0.96% 28
2022
Q3 		$2.38M Sell
78,753
-7,350
-9% -$230K 0.89% 34
2022
Q2 		$1.87M Sell
86,103
-2,700
-3% -$52.1K 0.68% 43
2022
Q1 		$1.63M Buy
88,803
+28,200
+47% +$506K 0.45% 58
2021
Q4 		$1.51M Buy
60,603
+22,503
+59% +$623K 0.39% 62
2021
Q3 		$1.14M Buy
38,100
+17,100
+81% +$439K 0.33% 66
2021
Q2 		$533K Buy
21,000
+7,500
+56% +$153K 0.16% 92
2021
Q1 		$216K Buy
+13,500
New +$253K 0.08% 122

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

Xcel Wealth Management's CELH Position: Q2 2026 in Review

Xcel Wealth Management increased its Celsius Holdings (CELH) stake by 52% in Q2 2026, buying an estimated $164K and bringing the position to 15,218 shares worth $446K. The position accounts for 0.11% of the portfolio, ranked #114.

Xcel Wealth Management first reported a position in CELH in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.22M in Q1 2024. 543 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

  • Xcel Wealth Management held 15,218 shares of Celsius Holdings worth $446K as of Q2 2026.
  • Xcel Wealth Management bought 5,200 Celsius Holdings shares in Q2 2026, an estimated $164K.
  • Celsius Holdings made up 0.11% of Xcel Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Xcel Wealth Management first reported a position in Celsius Holdings in Q1 2021 and has held it in 22 quarters since.
  • Xcel Wealth Management's Celsius Holdings position peaked at $7.22M in Q1 2024.
  • 543 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.