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Marshall & Sterling Wealth Advisors’s Celestica CLS Stock Holding History

Marshall & Sterling 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 		$24.1K Hold
66
– – 0.01% 195
2026
Q1 		$18.6K Hold
66
– – 0.01% 205
2025
Q4 		$19.5K Sell
66
-16
-20% -$4.82K 0.01% 197
2025
Q3 		$20.2K Buy
82
+4
+5% +$806 0.01% 269
2025
Q2 		$12.2K Buy
+78
New +$8.29K 0.01% 300

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

Marshall & Sterling Wealth Advisors's CLS Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Celestica (CLS) position steady in Q2 2026 at 66 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #195.

Marshall & Sterling Wealth Advisors first reported a position in CLS in Q2 2025 and has held it in 5 quarters since. 878 funds tracked by Wall St. Rank hold CLS as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 66 shares of Celestica worth $24.1K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Celestica share count unchanged in Q2 2026.
  • Celestica made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #195 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Celestica in Q2 2025 and has held it in 5 quarters since.
  • 878 funds tracked by Wall St. Rank held Celestica as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.