Wealth Alliance
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Wealth Alliance’s Celestica CLS Stock Holding History

Wealth Alliance’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 		$200K Sell
554
-61
-10% -$20.2K 0.02% 554
2026
Q2 		$224K Buy
+615
New +$231K 0.02% 527
2026
Q1 		– Sell
-1,123
Closed -$332K – 555
2025
Q4 		$332K Sell
1,123
-250
-18% -$75.3K 0.03% 407
2025
Q3 		$338K Buy
+1,373
New +$277K 0.03% 387

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

Wealth Alliance's CLS Position: Q3 2026 in Review

Wealth Alliance reduced its Celestica (CLS) stake by 9.9% in Q3 2026, selling an estimated $20.2K and leaving 554 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #554.

Wealth Alliance first reported a position in CLS in Q3 2025 and has held it in 4 quarters since. The position peaked at $338K in Q3 2025. 759 funds tracked by Wall St. Rank hold CLS as of Q3 2026.

  • Wealth Alliance held 554 shares of Celestica worth $200K as of Q3 2026.
  • Wealth Alliance sold 61 Celestica shares in Q3 2026, an estimated $20.2K.
  • Celestica made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #554 holding.
  • Wealth Alliance first reported a position in Celestica in Q3 2025 and has held it in 4 quarters since.
  • Wealth Alliance's Celestica position peaked at $338K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held Celestica as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.