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WoodTrust Financial’s Celcuity CELC Stock Holding History

WoodTrust Financial’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
Q3 		$424K Sell
5,335
-1,983
-27% -$180K 0.05% 126
2026
Q2 		$766K Buy
7,318
+1,111
+18% +$128K 0.09% 98
2026
Q1 		$708K Hold
6,207
– – 0.09% 95
2025
Q4 		$619K Buy
6,207
+607
+11% +$49.9K 0.07% 116
2025
Q3 		$277K Buy
+5,600
New +$224K 0.03% 159

Other funds holding CELC

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WoodTrust Financial's CELC Position: Q3 2026 in Review

WoodTrust Financial reduced its Celcuity (CELC) stake by 27% in Q3 2026, selling an estimated $180K and leaving 5,335 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #126.

WoodTrust Financial first reported a position in CELC in Q3 2025 and has held it in 5 quarters since. The position peaked at $766K in Q2 2026. 5 funds tracked by Wall St. Rank hold CELC as of Q3 2026.

  • WoodTrust Financial held 5,335 shares of Celcuity worth $424K as of Q3 2026.
  • WoodTrust Financial sold 1,983 Celcuity shares in Q3 2026, an estimated $180K.
  • Celcuity made up 0.05% of WoodTrust Financial's portfolio in Q3 2026, its #126 holding.
  • WoodTrust Financial first reported a position in Celcuity in Q3 2025 and has held it in 5 quarters since.
  • WoodTrust Financial's Celcuity position peaked at $766K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Celcuity as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.