Whitaker-Myers Wealth Managers’s Celestica CLS Stock Holding History

Whitaker-Myers Wealth Managers’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	–	Sell	-5,577	Closed	-$2.03M	–	124
2026 Q2	$2.03M	Sell	5,577 -1,497	-21%	-$562K	0.34%	54
2026 Q1	$1.99M	Buy	7,074 +1,678	+31%	+$487K	0.4%	48
2025 Q4	$1.6M	Buy	5,396 +1,997	+59%	+$602K	0.33%	47
2025 Q3	$837K	Buy	+3,399	New	+$685K	0.18%	68

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

Eleva Capital Paris, France $113M AUM

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

IFS

Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Whitaker-Myers Wealth Managers's CLS Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers sold out of Celestica (CLS) in Q3 2026, closing a stake of 5,577 shares — an estimated $2.03M sold.

Whitaker-Myers Wealth Managers first reported a position in CLS in Q3 2025 and held it in 4 quarters. The position peaked at $2.03M in Q2 2026. 27 funds tracked by Wall St. Rank hold CLS as of Q3 2026.

Whitaker-Myers Wealth Managers reported no remaining Celestica position as of Q3 2026 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 5,577 Celestica shares in Q3 2026, an estimated $2.03M.
Whitaker-Myers Wealth Managers first reported a position in Celestica in Q3 2025 and held it in 4 quarters.
Whitaker-Myers Wealth Managers's Celestica position peaked at $2.03M in Q2 2026.
27 funds tracked by Wall St. Rank held Celestica as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.