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Straight Path Wealth Management’s Celestica CLS Stock Holding History

Straight Path Wealth Management’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 		$857K Hold
2,350
– – 0.2% 47
2026
Q1 		$662K Hold
2,350
– – 0.18% 57
2025
Q4 		$695K Sell
2,350
-18,150
-89% -$5.47M 0.19% 52
2025
Q3 		$982K Buy
20,500
+18,150
+772% +$3.66M 0.26% 48
2025
Q2 		$367K Sell
2,350
-500
-18% -$53.1K 0.12% 76
2025
Q1 		$225K Buy
+2,850
New +$302K 0.09% 93

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Straight Path Wealth Management's CLS Position: Q2 2026 in Review

Straight Path Wealth Management held its Celestica (CLS) position steady in Q2 2026 at 2,350 shares worth $857K. The position accounts for 0.2% of the portfolio, ranked #47.

Straight Path Wealth Management first reported a position in CLS in Q1 2025 and has held it in 6 quarters since. The position peaked at $982K in Q3 2025. 873 funds tracked by Wall St. Rank hold CLS as of Q2 2026.

  • Straight Path Wealth Management held 2,350 shares of Celestica worth $857K as of Q2 2026.
  • Straight Path Wealth Management left its Celestica share count unchanged in Q2 2026.
  • Celestica made up 0.2% of Straight Path Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Straight Path Wealth Management first reported a position in Celestica in Q1 2025 and has held it in 6 quarters since.
  • Straight Path Wealth Management's Celestica position peaked at $982K in Q3 2025.
  • 873 funds tracked by Wall St. Rank held Celestica as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.