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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Celcuity CELC Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		– Sell
-21
Closed -$2.2K – 1655
2026
Q2 		$2.2K Buy
+21
New +$2.42K ﹤0.01% 2037

Other funds holding CELC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Silverarc Capital Management
Silverarc Capital Management Boston, Massachusetts $854M AUM 179.73% 1-Year Est. Return
Apis Capital Advisors
Apis Capital Advisors New York $708M AUM 153.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s CELC Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Celcuity (CELC) in Q3 2026, closing a stake of 21 shares — an estimated $2.2K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in CELC in Q2 2026 and held it in 1 quarter. The position peaked at $2.2K in Q2 2026. 181 funds tracked by Wall St. Rank hold CELC as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Celcuity position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 21 Celcuity shares in Q3 2026, an estimated $2.2K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Celcuity in Q2 2026 and held it in 1 quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Celcuity position peaked at $2.2K in Q2 2026.
  • 181 funds tracked by Wall St. Rank held Celcuity as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.