Symphony Financial’s Celestica CLS Stock Holding History

Symphony Financial’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	$486K	Buy	1,416 +169	+14%	+$63.4K	0.05%	202
2026 Q1	$333K	Hold	1,247	–	–	0.04%	215
2025 Q4	$373K	Buy	1,247 +2	+0.2%	+$603	0.05%	200
2025 Q3	$302K	Buy	+1,245	New	+$251K	0.04%	215

Other funds holding CLS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Symphony Financial's CLS Position: Q2 2026 in Review

Symphony Financial increased its Celestica (CLS) stake by 14% in Q2 2026, buying an estimated $63.4K and bringing the position to 1,416 shares worth $486K. The position accounts for 0.05% of the portfolio, ranked #202.

Symphony Financial first reported a position in CLS in Q3 2025 and has held it in 4 quarters since. 695 funds tracked by Wall St. Rank hold CLS as of Q2 2026.

Symphony Financial held 1,416 shares of Celestica worth $486K as of Q2 2026.
Symphony Financial bought 169 Celestica shares in Q2 2026, an estimated $63.4K.
Celestica made up 0.05% of Symphony Financial's portfolio in Q2 2026, its #202 holding.
Symphony Financial first reported a position in Celestica in Q3 2025 and has held it in 4 quarters since.
695 funds tracked by Wall St. Rank held Celestica as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.