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Schwarz Dygos Wheeler Investment Advisors’s Celcuity CELC Stock Holding History

Schwarz Dygos Wheeler 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 		$621K Hold
5,940
– – 0.12% 100
2026
Q1 		$678K Buy
5,940
+240
+4% +$26.2K 0.14% 93
2025
Q4 		$569K Hold
5,700
– – 0.12% 98
2025
Q3 		$282K Buy
+5,700
New +$228K 0.06% 138

Other funds holding CELC

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's CELC Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Celcuity (CELC) position steady in Q2 2026 at 5,940 shares worth $621K. The position accounts for 0.12% of the portfolio, ranked #100.

Schwarz Dygos Wheeler Investment Advisors first reported a position in CELC in Q3 2025 and has held it in 4 quarters since. The position peaked at $678K in Q1 2026. 91 funds tracked by Wall St. Rank hold CELC as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 5,940 shares of Celcuity worth $621K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its Celcuity share count unchanged in Q2 2026.
  • Celcuity made up 0.12% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #100 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Celcuity in Q3 2025 and has held it in 4 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Celcuity position peaked at $678K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Celcuity as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.