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Forthright Family Wealth Advisory’s CEL-SCI Corp CVM Stock Holding History

Forthright Family Wealth Advisory’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
2026
Q2 		– Sell
-16,500
Closed -$31.5K – 63
2026
Q1 		$31.5K Buy
+16,500
New +$76.9K 0.02% 62
2025
Q1 		– Sell
-883
Closed -$10.6K – 57
2024
Q4 		$10.6K Buy
883
+333
+61% +$7.68K 0.01% 60
2024
Q3 		$8.25K Hold
550
– – 0.01% 62
2024
Q2 		$19.1K Hold
550
– – 0.01% 68
2024
Q1 		$31.5K Hold
550
– – 0.02% 62
2023
Q4 		$44.9K Buy
+550
New +$34.3K 0.04% 52

Other funds holding CVM

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forthright Family Wealth Advisory's CVM Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of CEL-SCI Corp (CVM) in Q2 2026, closing a stake of 16,500 shares — an estimated $31.5K sold.

Forthright Family Wealth Advisory first reported a position in CVM in Q4 2023 and held it in 6 quarters. The position peaked at $44.9K in Q4 2023. 41 funds tracked by Wall St. Rank hold CVM as of Q2 2026.

  • Forthright Family Wealth Advisory reported no remaining CEL-SCI Corp position as of Q2 2026 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 16,500 CEL-SCI Corp shares in Q2 2026, an estimated $31.5K.
  • Forthright Family Wealth Advisory first reported a position in CEL-SCI Corp in Q4 2023 and held it in 6 quarters.
  • Forthright Family Wealth Advisory's CEL-SCI Corp position peaked at $44.9K in Q4 2023.
  • 41 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.