Envestnet Portfolio Solutions, Inc.

Position in CELH — Celsius Holdings, Inc.

CIK 1998033 BERWYN, PA

Position in CELH

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$732,527

-$294,335 QoQ

Shares Held

25,018

-13.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#257

of 537 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $42,364,881 across 5 Beverages - Non-Alcoholic names. CELH ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	254,949	$20,719,705
2	PEP	Pepsico Inc	127,986	$17,329,304
3	MNST	Monster Beverage Corp	69,318	$3,331,423
4	CELH	Celsius Holdings, Inc. This page	25,018	$732,527
5	KDP	Keurig Dr Pepper Inc.	7,697	$251,922

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$732,527	25,018	-13.6%	Shares	Sole	2026-07-20
2026-03-31	$1,026,862	28,942	-18.5%	Shares	Sole	2026-04-29
2025-12-31	$1,623,815	35,501	+32.1%	Shares	Sole	2026-02-06
2025-09-30	$1,545,158	26,877	-4.3%	Shares	Sole	2025-10-30
2025-06-30	$1,302,909	28,086	+117.3%	Shares	Sole	2025-07-25
2025-03-31	$460,459	12,927	+12.5%	Shares	Sole	2025-04-21
2024-12-31	$302,699	11,492	-10.5%	Shares	Sole	2025-02-10
2024-09-30	$402,568	12,837	+50.9%	Shares	Sole	2024-10-31
2024-06-30	$485,778	8,509	+78.5%	Shares	Sole	2024-07-16
2024-03-31	$395,362	4,768	—	Shares	Sole	2024-05-06
No filing history on record for this holder in this stock.