LPL Financial
CELC icon

LPL Financial’s Celcuity CELC Stock Holding History

LPL Financial’s Portfolio CELC Stock Details CELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Buy
13,883
+97
+0.7% +$11.2K ﹤0.01% 4085
2026
Q1 		$1.57M Sell
13,786
-1,570
-10% -$171K ﹤0.01% 3734
2025
Q4 		$1.53M Buy
15,356
+1,668
+12% +$137K ﹤0.01% 3645
2025
Q3 		$676K Buy
+13,688
New +$548K ﹤0.01% 4373

Other funds holding CELC

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial's CELC Position: Q2 2026 in Review

LPL Financial increased its Celcuity (CELC) stake by 0.7% in Q2 2026, buying an estimated $11.2K and bringing the position to 13,883 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #4085.

LPL Financial first reported a position in CELC in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.57M in Q1 2026. 273 funds tracked by Wall St. Rank hold CELC as of Q2 2026.

  • LPL Financial held 13,883 shares of Celcuity worth $1.45M as of Q2 2026.
  • LPL Financial bought 97 Celcuity shares in Q2 2026, an estimated $11.2K.
  • Celcuity made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4085 holding.
  • LPL Financial first reported a position in Celcuity in Q3 2025 and has held it in 4 quarters since.
  • LPL Financial's Celcuity position peaked at $1.57M in Q1 2026.
  • 273 funds tracked by Wall St. Rank held Celcuity as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.