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Strategies Wealth Advisors’s Celestica CLS Stock Holding History

Strategies Wealth 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
2026
Q1 		$254K Hold
900
– – 0.03% 158
2025
Q4 		$266K Sell
900
-200
-18% -$60.3K 0.03% 158
2025
Q3 		$271K Buy
+1,100
New +$222K 0.03% 154

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Viking Global Investors
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

Strategies Wealth Advisors's CLS Position: Q1 2026 in Review

Strategies Wealth Advisors held its Celestica (CLS) position steady in Q1 2026 at 900 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #158.

Strategies Wealth Advisors first reported a position in CLS in Q3 2025 and has held it in 3 quarters since. The position peaked at $271K in Q3 2025. 774 funds tracked by Wall St. Rank hold CLS as of Q1 2026.

  • Strategies Wealth Advisors held 900 shares of Celestica worth $254K as of Q1 2026.
  • Strategies Wealth Advisors left its Celestica share count unchanged in Q1 2026.
  • Celestica made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #158 holding.
  • Strategies Wealth Advisors first reported a position in Celestica in Q3 2025 and has held it in 3 quarters since.
  • Strategies Wealth Advisors's Celestica position peaked at $271K in Q3 2025.
  • 774 funds tracked by Wall St. Rank held Celestica as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.