GoalVest Advisory’s Celestica CLS Stock Holding History

GoalVest 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 Q3	–	Sell	-2	Closed	-$730	–	733
2026 Q2	$730	Buy	+2	New	+$751	﹤0.01%	484

Other funds holding CLS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

GoalVest Advisory's CLS Position: Q3 2026 in Review

GoalVest Advisory sold out of Celestica (CLS) in Q3 2026, closing a stake of 2 shares — an estimated $730 sold.

GoalVest Advisory first reported a position in CLS in Q2 2026 and held it in 1 quarter. The position peaked at $730 in Q2 2026. 700 funds tracked by Wall St. Rank hold CLS as of Q3 2026.

GoalVest Advisory reported no remaining Celestica position as of Q3 2026 after selling out during the quarter.
GoalVest Advisory sold 2 Celestica shares in Q3 2026, an estimated $730.
GoalVest Advisory first reported a position in Celestica in Q2 2026 and held it in 1 quarter.
GoalVest Advisory's Celestica position peaked at $730 in Q2 2026.
700 funds tracked by Wall St. Rank held Celestica as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.