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Summit Wealth Group, LLC/OK’s Celestica CLS Stock Holding History

Summit Wealth Group, LLC/OK’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 		$289K Hold
800
– – 0.49% 43
2026
Q2 		$292K Hold
800
– – 0.38% 47
2026
Q1 		$225K Sell
800
-200
-20% -$58K 0.31% 53
2025
Q4 		$296K Buy
+1,000
New +$301K 0.3% 53

Other funds holding CLS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Summit Wealth Group, LLC/OK's CLS Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK held its Celestica (CLS) position steady in Q3 2026 at 800 shares worth $289K. The position accounts for 0.49% of the portfolio, ranked #43.

Summit Wealth Group, LLC/OK first reported a position in CLS in Q4 2025 and has held it in 4 quarters since. The position peaked at $296K in Q4 2025. 481 funds tracked by Wall St. Rank hold CLS as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 800 shares of Celestica worth $289K as of Q3 2026.
  • Summit Wealth Group, LLC/OK left its Celestica share count unchanged in Q3 2026.
  • Celestica made up 0.49% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #43 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Celestica in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Celestica position peaked at $296K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Celestica as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.