Comprehensive Financial Planning’s Celestica CLS Stock Holding History

Comprehensive 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 Q1	–	Sell	-1,461	Closed	-$432K	–	398
2025 Q4	$432K	Buy	1,461 +425	+41%	+$128K	0.29%	77
2025 Q3	$255K	Sell	1,036 -897	-46%	-$181K	0.17%	88
2025 Q2	$302K	Buy	1,933 +1,829	+1,759%	+$194K	0.24%	85
2025 Q1	$8.2K	Hold	104	–	–	0.01%	227
2024 Q4	$9.6K	Buy	+104	New	+$8.14K	0.01%	246

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

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

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

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

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

Comprehensive Financial Planning's CLS Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of Celestica (CLS) in Q1 2026, closing a stake of 1,461 shares — an estimated $432K sold.

Comprehensive Financial Planning first reported a position in CLS in Q4 2024 and held it in 5 quarters. The position peaked at $432K in Q4 2025. 778 funds tracked by Wall St. Rank hold CLS as of Q1 2026.

Comprehensive Financial Planning reported no remaining Celestica position as of Q1 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 1,461 Celestica shares in Q1 2026, an estimated $432K.
Comprehensive Financial Planning first reported a position in Celestica in Q4 2024 and held it in 5 quarters.
Comprehensive Financial Planning's Celestica position peaked at $432K in Q4 2025.
778 funds tracked by Wall St. Rank held Celestica as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.