TA
CLS icon

TrueWealth Advisors’s Celestica CLS Stock Holding History

TrueWealth 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
Q3 		$493K Sell
1,363
-1,831
-57% -$606K 0.11% 148
2026
Q2 		$1.17M Buy
3,194
+47
+1% +$17.6K 0.26% 75
2026
Q1 		$886K Buy
3,147
+472
+18% +$137K 0.22% 87
2025
Q4 		$791K Sell
2,675
-1,058
-28% -$319K 0.2% 93
2025
Q3 		$920K Buy
+3,733
New +$753K 0.25% 76

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Whale Rock Capital Management
Whale Rock Capital Management Boston, Massachusetts $11.4B AUM 188.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

TrueWealth Advisors's CLS Position: Q3 2026 in Review

TrueWealth Advisors reduced its Celestica (CLS) stake by 57% in Q3 2026, selling an estimated $606K and leaving 1,363 shares worth $493K. The position accounts for 0.11% of the portfolio, ranked #148.

TrueWealth Advisors first reported a position in CLS in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q2 2026. 759 funds tracked by Wall St. Rank hold CLS as of Q3 2026.

  • TrueWealth Advisors held 1,363 shares of Celestica worth $493K as of Q3 2026.
  • TrueWealth Advisors sold 1,831 Celestica shares in Q3 2026, an estimated $606K.
  • Celestica made up 0.11% of TrueWealth Advisors's portfolio in Q3 2026, its #148 holding.
  • TrueWealth Advisors first reported a position in Celestica in Q3 2025 and has held it in 5 quarters since.
  • TrueWealth Advisors's Celestica position peaked at $1.17M in Q2 2026.
  • 759 funds tracked by Wall St. Rank held Celestica as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.