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Second Half Financial Partners’s Celestica CLS Stock Holding History

Second Half 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
Q2 		$365K Hold
1,000
– – 0.15% 65
2026
Q1 		$282K Hold
1,000
– – 0.13% 72
2025
Q4 		$296K Hold
1,000
– – 0.13% 69
2025
Q3 		$246K Buy
+1,000
New +$202K 0.11% 83
2025
Q1 		– Sell
-2,930
Closed -$270K – 86
2024
Q4 		$270K Buy
+2,930
New +$229K 0.13% 73

Other funds holding CLS

AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BRG
Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RA
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Second Half Financial Partners's CLS Position: Q2 2026 in Review

Second Half Financial Partners held its Celestica (CLS) position steady in Q2 2026 at 1,000 shares worth $365K. The position accounts for 0.15% of the portfolio, ranked #65.

Second Half Financial Partners first reported a position in CLS in Q4 2024 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold CLS as of Q2 2026.

  • Second Half Financial Partners held 1,000 shares of Celestica worth $365K as of Q2 2026.
  • Second Half Financial Partners left its Celestica share count unchanged in Q2 2026.
  • Celestica made up 0.15% of Second Half Financial Partners's portfolio in Q2 2026, its #65 holding.
  • Second Half Financial Partners first reported a position in Celestica in Q4 2024 and has held it in 5 quarters since.
  • 98 funds tracked by Wall St. Rank held Celestica as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.