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Atria Wealth Solutions’s Celestica CLS Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.04M Buy
6,674
+2,599
+64% +$276K 0.02% 621
2025
Q1 		$321K Buy
4,075
+1,748
+75% +$185K ﹤0.01% 1433
2024
Q4 		$215K Buy
+2,327
New +$182K ﹤0.01% 1787
2024
Q3 		– Sell
-15,589
Closed -$893K – 1942
2024
Q2 		$893K Buy
15,589
+1,689
+12% +$85.2K 0.01% 945
2024
Q1 		$625K Buy
+13,900
New +$528K 0.01% 1147

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atria Wealth Solutions's CLS Position: Q2 2025 in Review

Atria Wealth Solutions increased its Celestica (CLS) stake by 64% in Q2 2025, buying an estimated $276K and bringing the position to 6,674 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #621.

Atria Wealth Solutions first reported a position in CLS in Q1 2024 and has held it in 5 quarters since. 598 funds tracked by Wall St. Rank hold CLS as of Q2 2025.

  • Atria Wealth Solutions held 6,674 shares of Celestica worth $1.04M as of Q2 2025.
  • Atria Wealth Solutions bought 2,599 Celestica shares in Q2 2025, an estimated $276K.
  • Celestica made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #621 holding.
  • Atria Wealth Solutions first reported a position in Celestica in Q1 2024 and has held it in 5 quarters since.
  • 598 funds tracked by Wall St. Rank held Celestica as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.