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EP Wealth Advisors’s Celestica CLS Stock Holding History

EP Wealth Advisors’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 		$443K Buy
1,574
+866
+122% +$251K ﹤0.01% 957
2025
Q4 		$209K Buy
+708
New +$213K ﹤0.01% 1367

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Viking Global Investors
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

EP Wealth Advisors's CLS Position: Q1 2026 in Review

EP Wealth Advisors increased its Celestica (CLS) stake by 122% in Q1 2026, buying an estimated $251K and bringing the position to 1,574 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

EP Wealth Advisors first reported a position in CLS in Q4 2025 and has held it in 2 quarters since. 773 funds tracked by Wall St. Rank hold CLS as of Q1 2026.

  • EP Wealth Advisors held 1,574 shares of Celestica worth $443K as of Q1 2026.
  • EP Wealth Advisors bought 866 Celestica shares in Q1 2026, an estimated $251K.
  • Celestica made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #957 holding.
  • EP Wealth Advisors first reported a position in Celestica in Q4 2025 and has held it in 2 quarters since.
  • 773 funds tracked by Wall St. Rank held Celestica as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.