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Beacon Investment Advisory Services’s Celestica CLS Stock Holding History

Beacon Investment Advisory Services’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
Q3 		$1.81K Hold
5
– – ﹤0.01% 741
2026
Q2 		$1.82K Buy
+5
New +$1.88K ﹤0.01% 756

Other funds holding CLS

Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
WAS
Westco Advisory Services Lynbrook, New York $166M AUM 27.48% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Beacon Investment Advisory Services's CLS Position: Q3 2026 in Review

Beacon Investment Advisory Services held its Celestica (CLS) position steady in Q3 2026 at 5 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Beacon Investment Advisory Services first reported a position in CLS in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.82K in Q2 2026. 75 funds tracked by Wall St. Rank hold CLS as of Q3 2026.

  • Beacon Investment Advisory Services held 5 shares of Celestica worth $1.81K as of Q3 2026.
  • Beacon Investment Advisory Services left its Celestica share count unchanged in Q3 2026.
  • Celestica made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #741 holding.
  • Beacon Investment Advisory Services first reported a position in Celestica in Q2 2026 and has held it in 2 quarters since.
  • Beacon Investment Advisory Services's Celestica position peaked at $1.82K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held Celestica as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.