Root Financial Partners’s Celestica CLS Stock Holding History

Root Financial Partners’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	$3.1K	Sell	11 -2	-15%	-$580	﹤0.01%	2141
2025 Q4	$3.84K	Buy	13 +11	+550%	+$3.31K	﹤0.01%	1844
2025 Q3	$493	Buy	+2	New	+$403	﹤0.01%	2151

Other funds holding CLS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Root Financial Partners's CLS Position: Q1 2026 in Review

Root Financial Partners reduced its Celestica (CLS) stake by 15% in Q1 2026, selling an estimated $580 and leaving 11 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Root Financial Partners first reported a position in CLS in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.84K in Q4 2025. 774 funds tracked by Wall St. Rank hold CLS as of Q1 2026.

Root Financial Partners held 11 shares of Celestica worth $3.1K as of Q1 2026.
Root Financial Partners sold 2 Celestica shares in Q1 2026, an estimated $580.
Celestica made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2141 holding.
Root Financial Partners first reported a position in Celestica in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Celestica position peaked at $3.84K in Q4 2025.
774 funds tracked by Wall St. Rank held Celestica as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.