Westmount Partners’s Celestica CLS Stock Holding History

Westmount 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 Q2	$557K	Buy	1,528 +26	+2%	+$9.76K	0.12%	137
2026 Q1	$423K	Sell	1,502 -998	-40%	-$290K	0.1%	163
2025 Q4	$739K	Buy	2,500 +300	+14%	+$90.4K	0.18%	100
2025 Q3	$554K	Buy	2,200 +200	+10%	+$40.3K	0.14%	122
2025 Q2	$312K	Buy	+2,000	New	+$213K	0.09%	187

Other funds holding CLS

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return