Triad Wealth Partners’s Celestica CLS Stock Holding History

Triad Wealth 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 Q1	$381K	Sell	1,351 -423	-24%	-$123K	0.03%	343
2025 Q4	$524K	Buy	1,774 +312	+21%	+$94K	0.05%	261
2025 Q3	$360K	Hold	1,462	–	–	0.05%	252
2025 Q2	$228K	Buy	+1,462	New	+$155K	0.05%	259

Other funds holding CLS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Triad Wealth Partners's CLS Position: Q1 2026 in Review

Triad Wealth Partners reduced its Celestica (CLS) stake by 24% in Q1 2026, selling an estimated $123K and leaving 1,351 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #343.

Triad Wealth Partners first reported a position in CLS in Q2 2025 and has held it in 4 quarters since. The position peaked at $524K in Q4 2025. 773 funds tracked by Wall St. Rank hold CLS as of Q1 2026.

Triad Wealth Partners held 1,351 shares of Celestica worth $381K as of Q1 2026.
Triad Wealth Partners sold 423 Celestica shares in Q1 2026, an estimated $123K.
Celestica made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #343 holding.
Triad Wealth Partners first reported a position in Celestica in Q2 2025 and has held it in 4 quarters since.
Triad Wealth Partners's Celestica position peaked at $524K in Q4 2025.
773 funds tracked by Wall St. Rank held Celestica as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.