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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
Q2 		$5.18M Buy
14,188
+12,614
+801% +$4.73M 0.02% 378
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 $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
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
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

EP Wealth Advisors's CLS Position: Q2 2026 in Review

EP Wealth Advisors increased its Celestica (CLS) stake by 801% in Q2 2026, buying an estimated $4.73M and bringing the position to 14,188 shares worth $5.18M. The position accounts for 0.02% of the portfolio, ranked #378.

EP Wealth Advisors first reported a position in CLS in Q4 2025 and has held it in 3 quarters since. 875 funds tracked by Wall St. Rank hold CLS as of Q2 2026.

  • EP Wealth Advisors held 14,188 shares of Celestica worth $5.18M as of Q2 2026.
  • EP Wealth Advisors bought 12,614 Celestica shares in Q2 2026, an estimated $4.73M.
  • Celestica made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #378 holding.
  • EP Wealth Advisors first reported a position in Celestica in Q4 2025 and has held it in 3 quarters since.
  • 875 funds tracked by Wall St. Rank held Celestica as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.