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Gladstone Institutional Advisory’s Celestica CLS Stock Holding History

Gladstone Institutional Advisory’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 		$1.16M Buy
3,174
+721
+29% +$271K 0.04% 385
2026
Q1 		$691K Sell
2,453
-153
-6% -$44.4K 0.03% 460
2025
Q4 		$770K Sell
2,606
-34
-1% -$10.2K 0.03% 418
2025
Q3 		$650K Sell
2,640
-2,098
-44% -$423K 0.03% 454
2025
Q2 		$740K Buy
4,738
+335
+8% +$35.6K 0.03% 406
2025
Q1 		$347K Sell
4,403
-4,644
-51% -$493K 0.02% 547
2024
Q4 		$835K Sell
9,047
-132
-1% -$10.3K 0.04% 360
2024
Q3 		$469K Buy
9,179
+2,348
+34% +$121K 0.02% 464
2024
Q2 		$392K Buy
+6,831
New +$345K 0.02% 478

Other funds holding CLS

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
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
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
DCM
Dilation Capital Management New York $248M AUM 139.13% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

Gladstone Institutional Advisory's CLS Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Celestica (CLS) stake by 29% in Q2 2026, buying an estimated $271K and bringing the position to 3,174 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #385.

Gladstone Institutional Advisory first reported a position in CLS in Q2 2024 and has held it in 9 quarters since. 233 funds tracked by Wall St. Rank hold CLS as of Q2 2026.

  • Gladstone Institutional Advisory held 3,174 shares of Celestica worth $1.16M as of Q2 2026.
  • Gladstone Institutional Advisory bought 721 Celestica shares in Q2 2026, an estimated $271K.
  • Celestica made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #385 holding.
  • Gladstone Institutional Advisory first reported a position in Celestica in Q2 2024 and has held it in 9 quarters since.
  • 233 funds tracked by Wall St. Rank held Celestica as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.