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Mount Yale Investment Advisors’s Celestica CLS Stock Holding History

Mount Yale Investment 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
Q1 		$343K Buy
+1,218
New +$353K 0.01% 839
2025
Q3 		– Sell
-1,638
Closed -$256K – 840
2025
Q2 		$256K Buy
+1,638
New +$174K 0.02% 502

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Mount Yale Investment Advisors's CLS Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Celestica (CLS) in Q1 2026: 1,218 shares worth $343K. The stake represents 0.01% of the portfolio and ranks #839 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CLS as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in CLS in Q2 2025 and has held it in 2 quarters since. 774 funds tracked by Wall St. Rank hold CLS as of Q1 2026.

  • Mount Yale Investment Advisors held 1,218 shares of Celestica worth $343K as of Q1 2026.
  • Celestica was a new Mount Yale Investment Advisors position in Q1 2026.
  • Celestica made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #839 holding.
  • Mount Yale Investment Advisors first reported a position in Celestica in Q2 2025 and has held it in 2 quarters since.
  • 774 funds tracked by Wall St. Rank held Celestica as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.