Root Financial Partners
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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
Q3 		$6.14K Buy
+17
New +$5.62K ﹤0.01% 2141
2026
Q2 		– Sell
-11
Closed -$3.1K – 948
2026
Q1 		$3.1K Sell
11
-2
-15% -$580 ﹤0.01% 2141
2025
Q4 		$3.84K Buy
13
+11
+550% +$3.32K ﹤0.01% 1844
2025
Q3 		$493 Buy
+2
New +$403 ﹤0.01% 2151

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Whale Rock Capital Management
Whale Rock Capital Management Boston, Massachusetts $11.4B AUM 188.75% 1-Year Est. Return
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Root Financial Partners's CLS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Celestica (CLS) in Q3 2026: 17 shares worth $6.14K. The stake represents ﹤0.01% of the portfolio and ranks #2141 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CLS as recently as Q1 2026.

Root Financial Partners first reported a position in CLS in Q3 2025 and has held it in 4 quarters since. 759 funds tracked by Wall St. Rank hold CLS as of Q3 2026.

  • Root Financial Partners held 17 shares of Celestica worth $6.14K as of Q3 2026.
  • Celestica was a new Root Financial Partners position in Q3 2026.
  • Celestica made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2141 holding.
  • Root Financial Partners first reported a position in Celestica in Q3 2025 and has held it in 4 quarters since.
  • 759 funds tracked by Wall St. Rank held Celestica as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.