AWM
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Athena Wealth Management’s Celestica CLS Stock Holding History

Athena Wealth Management’s Portfolio CLS Stock Details CLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$440K Buy
1,207
+239
+25% +$89.7K 0.33% 61
2026
Q1 		$273K Buy
+968
New +$281K 0.22% 87

Other funds holding CLS

AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return
GIA
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Athena Wealth Management's CLS Position: Q2 2026 in Review

Athena Wealth Management increased its Celestica (CLS) stake by 25% in Q2 2026, buying an estimated $89.7K and bringing the position to 1,207 shares worth $440K. The position accounts for 0.33% of the portfolio, ranked #61.

Athena Wealth Management first reported a position in CLS in Q1 2026 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold CLS as of Q2 2026.

  • Athena Wealth Management held 1,207 shares of Celestica worth $440K as of Q2 2026.
  • Athena Wealth Management bought 239 Celestica shares in Q2 2026, an estimated $89.7K.
  • Celestica made up 0.33% of Athena Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Athena Wealth Management first reported a position in Celestica in Q1 2026 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Celestica as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.