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Mount Yale Investment Advisors’s Celcuity CELC Stock Holding History

Mount Yale Investment Advisors’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 		$216K Buy
+2,062
New +$238K ﹤0.01% 1122
2025
Q3 		– Sell
-904
Closed -$12.1K – 821
2025
Q2 		$12.1K Buy
+904
New +$9.84K ﹤0.01% 1116

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's CELC Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Celcuity (CELC) in Q2 2026: 2,062 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1122 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CELC as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CELC in Q2 2025 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold CELC as of Q2 2026.

  • Mount Yale Investment Advisors held 2,062 shares of Celcuity worth $216K as of Q2 2026.
  • Celcuity was a new Mount Yale Investment Advisors position in Q2 2026.
  • Celcuity made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1122 holding.
  • Mount Yale Investment Advisors first reported a position in Celcuity in Q2 2025 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held Celcuity as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.