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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
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 $17.4B AUM 131.5% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's CELC Position: Q1 2026 in Review

Simplicity Wealth reduced its Celcuity (CELC) stake by 28% in Q1 2026, selling an estimated $180K and leaving 4,171 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #467.

Simplicity Wealth first reported a position in CELC in Q4 2025 and has held it in 2 quarters since. The position peaked at $580K in Q4 2025. 275 funds tracked by Wall St. Rank hold CELC as of Q1 2026.

  • Simplicity Wealth held 4,171 shares of Celcuity worth $476K as of Q1 2026.
  • Simplicity Wealth sold 1,647 Celcuity shares in Q1 2026, an estimated $180K.
  • Celcuity made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #467 holding.
  • Simplicity Wealth first reported a position in Celcuity in Q4 2025 and has held it in 2 quarters since.
  • Simplicity Wealth's Celcuity position peaked at $580K in Q4 2025.
  • 275 funds tracked by Wall St. Rank held Celcuity as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.