Planning Strategies Inc.’s Celsius Holdings CELH Stock Holding History

Planning Strategies Inc.’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	$59	Buy	+2	New	+$63	﹤0.01%	1053

Other funds holding CELH

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Retirement Systems of Alabama

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return

Planning Strategies Inc.'s CELH Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Celsius Holdings (CELH) in Q2 2026: 2 shares worth $59. The stake represents ﹤0.01% of the portfolio and ranks #1053 among its holdings.

138 funds tracked by Wall St. Rank hold CELH as of Q2 2026.

Planning Strategies Inc. held 2 shares of Celsius Holdings worth $59 as of Q2 2026.
Celsius Holdings was a new Planning Strategies Inc. position in Q2 2026.
Celsius Holdings made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1053 holding.
138 funds tracked by Wall St. Rank held Celsius Holdings as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.