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Avantax Planning Partners’s Celestica CLS Stock Holding History

Avantax Planning Partners’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
Q1 		– Sell
-1,528
Closed -$452K – 441
2025
Q4 		$452K Buy
1,528
+40
+3% +$12.1K 0.01% 290
2025
Q3 		$367K Sell
1,488
-150
-9% -$30.2K 0.01% 318
2025
Q2 		$256K Buy
+1,638
New +$174K 0.01% 383

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Avantax Planning Partners's CLS Position: Q1 2026 in Review

Avantax Planning Partners sold out of Celestica (CLS) in Q1 2026, closing a stake of 1,528 shares — an estimated $452K sold.

Avantax Planning Partners first reported a position in CLS in Q2 2025 and held it in 3 quarters. The position peaked at $452K in Q4 2025. 778 funds tracked by Wall St. Rank hold CLS as of Q1 2026.

  • Avantax Planning Partners reported no remaining Celestica position as of Q1 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 1,528 Celestica shares in Q1 2026, an estimated $452K.
  • Avantax Planning Partners first reported a position in Celestica in Q2 2025 and held it in 3 quarters.
  • Avantax Planning Partners's Celestica position peaked at $452K in Q4 2025.
  • 778 funds tracked by Wall St. Rank held Celestica as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.