Carson Wealth (CWM LLC)
CELC icon

Carson Wealth (CWM LLC)’s Celcuity CELC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CELC Stock Details CELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.3K Buy
362
+15
+4% +$1.64K ﹤0.01% 3944
2025
Q4 		$35K Buy
347
+5
+1% +$411 ﹤0.01% 3847
2025
Q3 		$17K Buy
342
+52
+18% +$2.08K ﹤0.01% 4211
2025
Q2 		$4K Buy
290
+230
+383% +$2.5K ﹤0.01% 4663
2025
Q1 		$1K Buy
60
+37
+161% +$419 ﹤0.01% 4874
2024
Q4 		$0 Buy
23
+6
+35% +$85 ﹤0.01% 4928
2024
Q3 		$0 Buy
17
+6
+55% +$99 ﹤0.01% 4861
2024
Q2 		$0 Buy
11
+8
+267% +$134 ﹤0.01% 4618
2024
Q1 		$0 Buy
+3
New +$48 ﹤0.01% 4347

Other funds holding CELC

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CELC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Celcuity (CELC) stake by 4.3% in Q1 2026, buying an estimated $1.64K and bringing the position to 362 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3944.

Carson Wealth (CWM LLC) first reported a position in CELC in Q1 2024 and has held it in 9 quarters since. 275 funds tracked by Wall St. Rank hold CELC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 362 shares of Celcuity worth $41.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 15 Celcuity shares in Q1 2026, an estimated $1.64K.
  • Celcuity made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3944 holding.
  • Carson Wealth (CWM LLC) first reported a position in Celcuity in Q1 2024 and has held it in 9 quarters since.
  • 275 funds tracked by Wall St. Rank held Celcuity as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.