Tradition Wealth Management’s Celcuity CELC Stock Holding History

Tradition Wealth Management’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	$231K	Sell	2,026 -15	-0.7%	-$1.64K	0.02%	440
2025 Q4	$204K	Buy	+2,041	New	+$168K	0.01%	461
2024 Q1	–	Sell	-2,850	Closed	-$42K	–	509
2023 Q4	$42K	Hold	2,850	–	–	﹤0.01%	665
2023 Q3	$26K	Hold	2,850	–	–	﹤0.01%	774
2023 Q2	$31K	Sell	2,850 -1,000	-26%	-$10.4K	﹤0.01%	752
2023 Q1	$39K	Buy	3,850 +1,850	+93%	+$20.3K	﹤0.01%	680
2022 Q4	$28K	Hold	2,000	–	–	﹤0.01%	676
2022 Q3	$20K	Hold	2,000	–	–	﹤0.01%	752
2022 Q2	$18K	Hold	2,000	–	–	﹤0.01%	662
2022 Q1	$19K	Hold	2,000	–	–	﹤0.01%	724
2021 Q4	$26K	Hold	2,000	–	–	﹤0.01%	670
2021 Q3	$36K	Hold	2,000	–	–	0.01%	594
2021 Q2	$48K	Hold	2,000	–	–	0.01%	538
2021 Q1	$29K	Hold	2,000	–	–	0.01%	553
2020 Q4	$18K	Buy	+2,000	New	+$16K	﹤0.01%	605

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

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradition Wealth Management's CELC Position: Q1 2026 in Review

Tradition Wealth Management reduced its Celcuity (CELC) stake by 0.73% in Q1 2026, selling an estimated $1.64K and leaving 2,026 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #440.

Tradition Wealth Management first reported a position in CELC in Q4 2020 and has held it in 15 quarters since. 275 funds tracked by Wall St. Rank hold CELC as of Q1 2026.

Tradition Wealth Management held 2,026 shares of Celcuity worth $231K as of Q1 2026.
Tradition Wealth Management sold 15 Celcuity shares in Q1 2026, an estimated $1.64K.
Celcuity made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #440 holding.
Tradition Wealth Management first reported a position in Celcuity in Q4 2020 and has held it in 15 quarters since.
275 funds tracked by Wall St. Rank held Celcuity as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.