WE
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Wealth Effects’s Celestica CLS Stock Holding History

Wealth Effects’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 		– Sell
-2,025
Closed -$599K – 243
2025
Q4 		$599K Sell
2,025
-25
-1% -$7.53K 0.19% 94
2025
Q3 		$505K Sell
2,050
-50
-2% -$10.1K 0.16% 109
2025
Q2 		$328K Buy
+2,100
New +$223K 0.12% 139

Other funds holding CLS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Viking Global Investors
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

Wealth Effects's CLS Position: Q1 2026 in Review

Wealth Effects sold out of Celestica (CLS) in Q1 2026, closing a stake of 2,025 shares — an estimated $599K sold.

Wealth Effects first reported a position in CLS in Q2 2025 and held it in 3 quarters. The position peaked at $599K in Q4 2025. 773 funds tracked by Wall St. Rank hold CLS as of Q1 2026.

  • Wealth Effects reported no remaining Celestica position as of Q1 2026 after selling out during the quarter.
  • Wealth Effects sold 2,025 Celestica shares in Q1 2026, an estimated $599K.
  • Wealth Effects first reported a position in Celestica in Q2 2025 and held it in 3 quarters.
  • Wealth Effects's Celestica position peaked at $599K in Q4 2025.
  • 773 funds tracked by Wall St. Rank held Celestica as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.