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Everhart Financial Group’s Celcuity CELC Stock Holding History

Everhart Financial Group’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 		– Sell
-2,100
Closed -$209K – 469
2025
Q4 		$209K Buy
+2,100
New +$173K 0.02% 402

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

Everhart Financial Group's CELC Position: Q1 2026 in Review

Everhart Financial Group sold out of Celcuity (CELC) in Q1 2026, closing a stake of 2,100 shares — an estimated $209K sold.

Everhart Financial Group first reported a position in CELC in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 275 funds tracked by Wall St. Rank hold CELC as of Q1 2026.

  • Everhart Financial Group reported no remaining Celcuity position as of Q1 2026 after selling out during the quarter.
  • Everhart Financial Group sold 2,100 Celcuity shares in Q1 2026, an estimated $209K.
  • Everhart Financial Group first reported a position in Celcuity in Q4 2025 and held it in 1 quarter.
  • Everhart Financial Group's Celcuity position peaked at $209K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held Celcuity as of Q1 2026.

Based on Everhart Financial Group's 13F filing for Q1 2026, filed 9 Apr 2026.