Creative Planning
CELC icon

Creative Planning’s Celcuity CELC Stock Holding History

Creative Planning’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
Q2 		$3.19M Sell
30,469
-4,750
-13% -$548K ﹤0.01% 1736
2026
Q1 		$4.02M Buy
35,219
+14,247
+68% +$1.55M ﹤0.01% 1354
2025
Q4 		$2.09M Buy
20,972
+3,773
+22% +$310K ﹤0.01% 1698
2025
Q3 		$850K Buy
17,199
+3,908
+29% +$156K ﹤0.01% 2271
2025
Q2 		$177K Buy
+13,291
New +$145K ﹤0.01% 3269

Other funds holding CELC

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's CELC Position: Q2 2026 in Review

Creative Planning reduced its Celcuity (CELC) stake by 13% in Q2 2026, selling an estimated $548K and leaving 30,469 shares worth $3.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Creative Planning first reported a position in CELC in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.02M in Q1 2026. 274 funds tracked by Wall St. Rank hold CELC as of Q2 2026.

  • Creative Planning held 30,469 shares of Celcuity worth $3.19M as of Q2 2026.
  • Creative Planning sold 4,750 Celcuity shares in Q2 2026, an estimated $548K.
  • Celcuity made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1736 holding.
  • Creative Planning first reported a position in Celcuity in Q2 2025 and has held it in 5 quarters since.
  • Creative Planning's Celcuity position peaked at $4.02M in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Celcuity as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.