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 Q2	$243K	Buy	2,323 +297	+15%	+$34.3K	0.01%	455
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 $20B AUM 154.41% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tradition Wealth Management's CELC Position: Q2 2026 in Review

Tradition Wealth Management increased its Celcuity (CELC) stake by 15% in Q2 2026, buying an estimated $34.3K and bringing the position to 2,323 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #455.

Tradition Wealth Management first reported a position in CELC in Q4 2020 and has held it in 16 quarters since. 273 funds tracked by Wall St. Rank hold CELC as of Q2 2026.

Tradition Wealth Management held 2,323 shares of Celcuity worth $243K as of Q2 2026.
Tradition Wealth Management bought 297 Celcuity shares in Q2 2026, an estimated $34.3K.
Celcuity made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #455 holding.
Tradition Wealth Management first reported a position in Celcuity in Q4 2020 and has held it in 16 quarters since.
273 funds tracked by Wall St. Rank held Celcuity as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.