Financial Perspectives’s Celularity CELU Stock Holding History

Financial Perspectives’s Portfolio CELU Stock Details CELU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$102	Hold	171	–	–	﹤0.01%	716
2026 Q1	$227	Hold	171	–	–	﹤0.01%	694
2025 Q4	$190	Hold	171	–	–	﹤0.01%	695
2025 Q3	$354	Hold	171	–	–	﹤0.01%	689
2025 Q2	$335	Hold	171	–	–	﹤0.01%	688
2025 Q1	$296	Hold	171	–	–	﹤0.01%	690
2024 Q4	$356	Hold	171	–	–	﹤0.01%	686
2024 Q3	$508	Hold	171	–	–	﹤0.01%	642
2024 Q2	$535	Hold	171	–	–	﹤0.01%	632
2024 Q1	$894	Hold	171	–	–	﹤0.01%	610
2023 Q4	$424	Hold	171	–	–	﹤0.01%	659
2023 Q3	$380	Hold	171	–	–	﹤0.01%	668
2023 Q2	$912	Hold	171	–	–	﹤0.01%	621
2023 Q1	$1.06K	Hold	171	–	–	﹤0.01%	618
2022 Q4	$2.21K	Hold	171	–	–	﹤0.01%	577
2022 Q3	$3.96K	Buy	+171	New	+$5.19K	﹤0.01%	528

Other funds holding CELU

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

KFS

Keynote Financial Services Vernon, Connecticut $214M AUM 60.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Financial Perspectives's CELU Position: Q2 2026 in Review

Financial Perspectives held its Celularity (CELU) position steady in Q2 2026 at 171 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Financial Perspectives first reported a position in CELU in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.96K in Q3 2022. 8 funds tracked by Wall St. Rank hold CELU as of Q2 2026.

Financial Perspectives held 171 shares of Celularity worth $102 as of Q2 2026.
Financial Perspectives left its Celularity share count unchanged in Q2 2026.
Celularity made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #716 holding.
Financial Perspectives first reported a position in Celularity in Q3 2022 and has held it in 16 quarters since.
Financial Perspectives's Celularity position peaked at $3.96K in Q3 2022.
8 funds tracked by Wall St. Rank held Celularity as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.