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Financial Life Planners’s Celestica CLS Stock Holding History

Financial Life Planners’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 		$25.2K Buy
69
+12
+21% +$4.5K 0.02% 180
2026
Q1 		$16.1K Buy
+57
New +$16.5K 0.01% 205

Other funds holding CLS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
BPIA
Broad Peak Investment Advisers Singapore $544M AUM 132.56% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Financial Life Planners's CLS Position: Q2 2026 in Review

Financial Life Planners increased its Celestica (CLS) stake by 21% in Q2 2026, buying an estimated $4.5K and bringing the position to 69 shares worth $25.2K. The position accounts for 0.02% of the portfolio, ranked #180.

Financial Life Planners first reported a position in CLS in Q1 2026 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold CLS as of Q2 2026.

  • Financial Life Planners held 69 shares of Celestica worth $25.2K as of Q2 2026.
  • Financial Life Planners bought 12 Celestica shares in Q2 2026, an estimated $4.5K.
  • Celestica made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #180 holding.
  • Financial Life Planners first reported a position in Celestica in Q1 2026 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held Celestica as of Q2 2026.

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