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Simplicity Wealth’s Celcuity CELC Stock Holding History

Simplicity Wealth’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 		$489K Buy
4,671
+500
+12% +$57.7K 0.02% 648
2026
Q1 		$476K Sell
4,171
-1,647
-28% -$180K 0.03% 467
2025
Q4 		$580K Buy
+5,818
New +$478K 0.03% 394

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

Simplicity Wealth's CELC Position: Q2 2026 in Review

Simplicity Wealth increased its Celcuity (CELC) stake by 12% in Q2 2026, buying an estimated $57.7K and bringing the position to 4,671 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #648.

Simplicity Wealth first reported a position in CELC in Q4 2025 and has held it in 3 quarters since. The position peaked at $580K in Q4 2025. 274 funds tracked by Wall St. Rank hold CELC as of Q2 2026.

  • Simplicity Wealth held 4,671 shares of Celcuity worth $489K as of Q2 2026.
  • Simplicity Wealth bought 500 Celcuity shares in Q2 2026, an estimated $57.7K.
  • Celcuity made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #648 holding.
  • Simplicity Wealth first reported a position in Celcuity in Q4 2025 and has held it in 3 quarters since.
  • Simplicity Wealth's Celcuity position peaked at $580K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held Celcuity as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.