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Valeo Financial Advisors’s Celestica CLS Stock Holding History

Valeo Financial 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 		$1.99M Sell
5,514
-986
-15% -$326K 0.04% 185
2026
Q2 		$2.37M Buy
6,500
+1,557
+31% +$584K 0.05% 154
2026
Q1 		$1.39M Buy
4,943
+69
+1% +$20K 0.03% 214
2025
Q4 		$1.44M Buy
4,874
+150
+3% +$45.2K 0.03% 230
2025
Q3 		$1.16M Buy
4,724
+361
+8% +$72.8K 0.03% 265
2025
Q2 		$681K Buy
4,363
+849
+24% +$90.2K 0.02% 381
2025
Q1 		$277K Sell
3,514
-47
-1% -$4.99K 0.01% 553
2024
Q4 		$329K Buy
+3,561
New +$279K 0.01% 514
2021
Q2 		– Sell
-1,269
Closed -$11K – 751
2021
Q1 		$11K Buy
1,269
+20
+2% +$170 ﹤0.01% 1329
2020
Q4 		$10K Hold
1,249
– – ﹤0.01% 1195
2020
Q3 		$9K Buy
+1,249
New +$9.39K ﹤0.01% 1100

Other funds holding CLS

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EC
Eleva Capital Paris, France $113M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Valeo Financial Advisors's CLS Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Celestica (CLS) stake by 15% in Q3 2026, selling an estimated $326K and leaving 5,514 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #185.

Valeo Financial Advisors first reported a position in CLS in Q3 2020 and has held it in 11 quarters since. The position peaked at $2.37M in Q2 2026. 20 funds tracked by Wall St. Rank hold CLS as of Q3 2026.

  • Valeo Financial Advisors held 5,514 shares of Celestica worth $1.99M as of Q3 2026.
  • Valeo Financial Advisors sold 986 Celestica shares in Q3 2026, an estimated $326K.
  • Celestica made up 0.04% of Valeo Financial Advisors's portfolio in Q3 2026, its #185 holding.
  • Valeo Financial Advisors first reported a position in Celestica in Q3 2020 and has held it in 11 quarters since.
  • Valeo Financial Advisors's Celestica position peaked at $2.37M in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Celestica as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.