Creative Planning’s Celestica CLS Stock Holding History

Creative 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	$10.3M	Sell	36,641 -1,414	-4%	-$410K	0.01%	677
2025 Q4	$11.2M	Buy	38,055 +1,796	+5%	+$541K	0.01%	571
2025 Q3	$8.93M	Buy	36,259 +4,429	+14%	+$893K	0.01%	612
2025 Q2	$4.97M	Buy	31,830 +5,190	+19%	+$552K	﹤0.01%	762
2025 Q1	$2.1M	Buy	26,640 +15,841	+147%	+$1.68M	﹤0.01%	1141
2024 Q4	$997K	Buy	10,799 +559	+5%	+$43.7K	﹤0.01%	1645
2024 Q3	$523K	Buy	10,240 +2,714	+36%	+$140K	﹤0.01%	2068
2024 Q2	$431K	Buy	7,526 +336	+5%	+$16.9K	﹤0.01%	2058
2024 Q1	$323K	Buy	7,190 +191	+3%	+$7.25K	﹤0.01%	2187
2023 Q4	$205K	Buy	+6,999	New	+$186K	﹤0.01%	2406
2015 Q1	–	Sell	-50	Closed	-$1K	–	4229
2014 Q4	$1K	Buy	+50	New	+$537	﹤0.01%	3954

Other funds holding CLS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Creative Planning's CLS Position: Q1 2026 in Review

Creative Planning reduced its Celestica (CLS) stake by 3.7% in Q1 2026, selling an estimated $410K and leaving 36,641 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #677.

Creative Planning first reported a position in CLS in Q4 2014 and has held it in 11 quarters since. The position peaked at $11.2M in Q4 2025. 773 funds tracked by Wall St. Rank hold CLS as of Q1 2026.

Creative Planning held 36,641 shares of Celestica worth $10.3M as of Q1 2026.
Creative Planning sold 1,414 Celestica shares in Q1 2026, an estimated $410K.
Celestica made up 0.01% of Creative Planning's portfolio in Q1 2026, its #677 holding.
Creative Planning first reported a position in Celestica in Q4 2014 and has held it in 11 quarters since.
Creative Planning's Celestica position peaked at $11.2M in Q4 2025.
773 funds tracked by Wall St. Rank held Celestica as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.