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True Wealth Design’s Celcuity CELC Stock Holding History

True Wealth Design’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 		$10.6K Sell
101
-14
-12% -$1.61K ﹤0.01% 1042
2026
Q1 		$13.1K Hold
115
– – ﹤0.01% 876
2025
Q4 		$11.5K Hold
115
– – ﹤0.01% 804
2025
Q3 		$5.68K Hold
115
– – ﹤0.01% 1031
2025
Q2 		$1.54K Buy
115
+101
+721% +$1.1K ﹤0.01% 1286
2025
Q1 		$142 Buy
+14
New +$158 ﹤0.01% 2080

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

True Wealth Design's CELC Position: Q2 2026 in Review

True Wealth Design reduced its Celcuity (CELC) stake by 12% in Q2 2026, selling an estimated $1.61K and leaving 101 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

True Wealth Design first reported a position in CELC in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.1K in Q1 2026. 274 funds tracked by Wall St. Rank hold CELC as of Q2 2026.

  • True Wealth Design held 101 shares of Celcuity worth $10.6K as of Q2 2026.
  • True Wealth Design sold 14 Celcuity shares in Q2 2026, an estimated $1.61K.
  • Celcuity made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1042 holding.
  • True Wealth Design first reported a position in Celcuity in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Celcuity position peaked at $13.1K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Celcuity as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.