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Optimum Investment Advisors’s Celestica CLS Stock Holding History

Optimum 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
2025
Q3 		$123K Hold
500
– – 0.05% 236
2025
Q2 		$78.1K Hold
500
– – 0.03% 285
2025
Q1 		$39.4K Hold
500
– – 0.02% 368
2024
Q4 		$46.1K Hold
500
– – 0.02% 351
2024
Q3 		$25.6K Buy
500
+200
+67% +$10.3K 0.01% 418
2024
Q2 		$17.2K Buy
+300
New +$15.1K 0.01% 462

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Optimum Investment Advisors's CLS Position: Q3 2025 in Review

Optimum Investment Advisors held its Celestica (CLS) position steady in Q3 2025 at 500 shares worth $123K. The position accounts for 0.05% of the portfolio, ranked #236.

Optimum Investment Advisors first reported a position in CLS in Q2 2024 and has held it in 6 quarters since. 711 funds tracked by Wall St. Rank hold CLS as of Q3 2025.

  • Optimum Investment Advisors held 500 shares of Celestica worth $123K as of Q3 2025.
  • Optimum Investment Advisors left its Celestica share count unchanged in Q3 2025.
  • Celestica made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #236 holding.
  • Optimum Investment Advisors first reported a position in Celestica in Q2 2024 and has held it in 6 quarters since.
  • 711 funds tracked by Wall St. Rank held Celestica as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.