Center for Financial Planning’s Celestica CLS Stock Holding History

Center for Financial Planning’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	$123K	Sell	338 -229	-40%	-$85.9K	0.01%	221
2026 Q1	$160K	Hold	567	–	–	0.02%	187
2025 Q4	$168K	Hold	567	–	–	0.02%	187
2025 Q3	$140K	Hold	567	–	–	0.01%	195
2025 Q2	$88.5K	Buy	567 +187	+49%	+$19.9K	0.01%	230
2025 Q1	$29.9K	Buy	+380	New	+$40.3K	﹤0.01%	346

Other funds holding CLS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Center for Financial Planning's CLS Position: Q2 2026 in Review

Center for Financial Planning reduced its Celestica (CLS) stake by 40% in Q2 2026, selling an estimated $85.9K and leaving 338 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #221.

Center for Financial Planning first reported a position in CLS in Q1 2025 and has held it in 6 quarters since. The position peaked at $168K in Q4 2025. 879 funds tracked by Wall St. Rank hold CLS as of Q2 2026.

Center for Financial Planning held 338 shares of Celestica worth $123K as of Q2 2026.
Center for Financial Planning sold 229 Celestica shares in Q2 2026, an estimated $85.9K.
Celestica made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #221 holding.
Center for Financial Planning first reported a position in Celestica in Q1 2025 and has held it in 6 quarters since.
Center for Financial Planning's Celestica position peaked at $168K in Q4 2025.
879 funds tracked by Wall St. Rank held Celestica as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.