IFP Advisors’s Celularity CELU Stock Holding History

IFP Advisors’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 Q3	–	Sell	-12,000	Closed	-$7.18K	–	5247
2026 Q2	$7.18K	Buy	12,000 +4,000	+50%	+$3.84K	﹤0.01%	3580
2026 Q1	$10.6K	Sell	8,000 -3,000	-27%	-$3.8K	﹤0.01%	3116
2025 Q4	$12.2K	Sell	11,000 -1,000	-8%	-$1.79K	﹤0.01%	2957
2025 Q3	$24.8K	Buy	12,000 +2,000	+20%	+$5.6K	﹤0.01%	2472
2025 Q2	$19.6K	Buy	10,000 +7,000	+233%	+$12.7K	﹤0.01%	2556
2025 Q1	$5.19K	Buy	3,000 +2,000	+200%	+$3.79K	﹤0.01%	2830
2024 Q4	$2.08K	Buy	+1,000	New	+$2.39K	﹤0.01%	3092
2024 Q3	–	Sell	-1,000	Closed	-$3.13K	–	3327
2024 Q2	$3.13K	Sell	1,000 -12,000	-92%	-$41.7K	﹤0.01%	2712
2024 Q1	$19.6K	Buy	+13,000	New	+$53.4K	﹤0.01%	1978
2023 Q4	–	Sell	-500	Closed	-$1.11K	–	3090
2023 Q3	$1.11K	Hold	500	–	–	﹤0.01%	2982
2023 Q2	$2.66K	Buy	+500	New	+$3.2K	﹤0.01%	2782
2023 Q1	–	Sell	-600	Closed	-$73K	–	3532
2022 Q4	$73K	Sell	600 -350	-37%	-$6.45K	﹤0.01%	1960
2022 Q3	$114K	Buy	950 +400	+73%	+$12.1K	﹤0.01%	1764
2022 Q2	$67K	Hold	550	–	–	﹤0.01%	1950
2022 Q1	$67K	Buy	+550	New	+$33K	﹤0.01%	1949

Other funds holding CELU

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Sky Investment Group Hartford, Connecticut $931M AUM 17.48% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $704M AUM 30.39% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $431M AUM 20.51% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

United Financial Planning Group Hauppauge, New York $199M AUM 14.18% 1-Year Est. Return

IFP Advisors's CELU Position: Q3 2026 in Review

IFP Advisors sold out of Celularity (CELU) in Q3 2026, closing a stake of 12,000 shares — an estimated $7.18K sold.

IFP Advisors first reported a position in CELU in Q1 2022 and held it in 15 quarters. The position peaked at $114K in Q3 2022. 12 funds tracked by Wall St. Rank hold CELU as of Q3 2026.

IFP Advisors reported no remaining Celularity position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 12,000 Celularity shares in Q3 2026, an estimated $7.18K.
IFP Advisors first reported a position in Celularity in Q1 2022 and held it in 15 quarters.
IFP Advisors's Celularity position peaked at $114K in Q3 2022.
12 funds tracked by Wall St. Rank held Celularity as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.