Icon Wealth Advisors’s Celestica CLS Stock Holding History

Icon 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
2025 Q4	–	Sell	-584	Closed	-$144K	–	419
2025 Q3	$144K	Buy	+584	New	+$118K	0.01%	429

Other funds holding CLS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Icon Wealth Advisors's CLS Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Celestica (CLS) in Q4 2025, closing a stake of 584 shares — an estimated $144K sold.

Icon Wealth Advisors first reported a position in CLS in Q3 2025 and held it in 1 quarter. The position peaked at $144K in Q3 2025. 809 funds tracked by Wall St. Rank hold CLS as of Q4 2025.

Icon Wealth Advisors reported no remaining Celestica position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 584 Celestica shares in Q4 2025, an estimated $144K.
Icon Wealth Advisors first reported a position in Celestica in Q3 2025 and held it in 1 quarter.
Icon Wealth Advisors's Celestica position peaked at $144K in Q3 2025.
809 funds tracked by Wall St. Rank held Celestica as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.