HB Wealth Management’s Celularity CELU Stock Holding History

HB Wealth Management’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 Q1	$53.8K	Hold	40,415	–	–	﹤0.01%	1519
2025 Q4	$44.9K	Hold	40,415	–	–	﹤0.01%	1383
2025 Q3	$83.7K	Buy	+40,415	New	+$113K	﹤0.01%	1310
2025 Q2	–	Sell	-40,763	Closed	-$70.5K	–	1186
2025 Q1	$70.5K	Buy	40,763 +663	+2%	+$1.26K	﹤0.01%	1185
2024 Q4	$83K	Buy	40,100 +4,260	+12%	+$10.2K	﹤0.01%	1033
2024 Q3	$106K	Buy	35,840 +11,840	+49%	+$34.9K	﹤0.01%	924
2024 Q2	$75.1K	Hold	24,000	–	–	﹤0.01%	891
2024 Q1	$126K	Buy	24,000 +18,000	+300%	+$74K	﹤0.01%	815
2023 Q4	$14.8K	Sell	6,000 -12,750	-68%	-$27.7K	﹤0.01%	785
2023 Q3	$41.6K	Buy	18,750 +5,000	+36%	+$18K	﹤0.01%	751
2023 Q2	$73.2K	Buy	13,750 +2,862	+26%	+$18.3K	﹤0.01%	711
2023 Q1	$67.5K	Buy	10,888 +2,248	+26%	+$18.1K	﹤0.01%	698
2022 Q4	$111K	Buy	8,640 +2,502	+41%	+$46.1K	﹤0.01%	662
2022 Q3	$142K	Hold	6,138	–	–	﹤0.01%	562
2022 Q2	$209K	Buy	6,138 +3,062	+100%	+$249K	﹤0.01%	538
2022 Q1	$268K	Buy	3,076 +902	+41%	+$54.1K	0.01%	477
2021 Q4	$111K	Buy	+2,174	New	+$139K	﹤0.01%	508

Other funds holding CELU

C.V. Starr & Co New York $192M AUM 35.69% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Keynote Financial Services Vernon, Connecticut $188M AUM 31.85% 1-Year Est. Return