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Cresset Asset Management’s CEL-SCI Corp CVM Stock Holding History

Cresset Asset Management’s Portfolio CVM Stock Details CVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-579
Closed -$4K – 1513
2025
Q1 		$4K Hold
579
– – ﹤0.01% 1709
2024
Q4 		$6.95K Hold
579
– – ﹤0.01% 1743
2024
Q3 		$18.4K Hold
579
– – ﹤0.01% 2137
2024
Q2 		$20.2K Buy
579
+166
+40% +$7.07K ﹤0.01% 2049
2024
Q1 		$23.6K Hold
413
– – ﹤0.01% 1878
2023
Q4 		$33.7K Hold
413
– – ﹤0.01% 1793
2023
Q3 		$15.5K Hold
413
– – ﹤0.01% 1782
2023
Q2 		$29.8K Buy
+413
New +$30.1K ﹤0.01% 1861

Other funds holding CVM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Cresset Asset Management's CVM Position: Q2 2025 in Review

Cresset Asset Management sold out of CEL-SCI Corp (CVM) in Q2 2025, closing a stake of 579 shares — an estimated $4K sold.

Cresset Asset Management first reported a position in CVM in Q2 2023 and held it in 8 quarters. The position peaked at $33.7K in Q4 2023. 28 funds tracked by Wall St. Rank hold CVM as of Q2 2025.

  • Cresset Asset Management reported no remaining CEL-SCI Corp position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 579 CEL-SCI Corp shares in Q2 2025, an estimated $4K.
  • Cresset Asset Management first reported a position in CEL-SCI Corp in Q2 2023 and held it in 8 quarters.
  • Cresset Asset Management's CEL-SCI Corp position peaked at $33.7K in Q4 2023.
  • 28 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.