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 Q2	$7.17K	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%	1961
2022 Q3	$114K	Buy	950 +400	+73%	+$12.1K	﹤0.01%	1764
2022 Q2	$67K	Hold	550	–	–	﹤0.01%	1949
2022 Q1	$67K	Buy	+550	New	+$33K	﹤0.01%	1949

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

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

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

VNA

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

IFP Advisors's CELU Position: Q2 2026 in Review

IFP Advisors increased its Celularity (CELU) stake by 50% in Q2 2026, buying an estimated $3.84K and bringing the position to 12,000 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3580.

IFP Advisors first reported a position in CELU in Q1 2022 and has held it in 15 quarters since. The position peaked at $114K in Q3 2022. 8 funds tracked by Wall St. Rank hold CELU as of Q2 2026.

IFP Advisors held 12,000 shares of Celularity worth $7.17K as of Q2 2026.
IFP Advisors bought 4,000 Celularity shares in Q2 2026, an estimated $3.84K.
Celularity made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3580 holding.
IFP Advisors first reported a position in Celularity in Q1 2022 and has held it in 15 quarters since.
IFP Advisors's Celularity position peaked at $114K in Q3 2022.
8 funds tracked by Wall St. Rank held Celularity as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.