AWM
CALX icon

Abound Wealth Management’s Calix CALX Stock Holding History

Abound Wealth Management’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4
Closed -$196 – 1404
2026
Q1 		$196 Hold
4
– – ﹤0.01% 1246
2025
Q4 		$212 Hold
4
– – ﹤0.01% 1162
2025
Q3 		$246 Hold
4
– – ﹤0.01% 1058
2025
Q2 		$213 Hold
4
– – ﹤0.01% 1019
2025
Q1 		$142 Sell
4
-4
-50% -$148 ﹤0.01% 1118
2024
Q4 		$279 Hold
8
– – ﹤0.01% 917
2024
Q3 		$311 Hold
8
– – ﹤0.01% 973
2024
Q2 		$284 Hold
8
– – ﹤0.01% 1000
2024
Q1 		$266 Buy
+8
New +$298 ﹤0.01% 1176

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Abound Wealth Management's CALX Position: Q2 2026 in Review

Abound Wealth Management sold out of Calix (CALX) in Q2 2026, closing a stake of 4 shares — an estimated $196 sold.

Abound Wealth Management first reported a position in CALX in Q1 2024 and held it in 9 quarters. The position peaked at $311 in Q3 2024. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Abound Wealth Management reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 4 Calix shares in Q2 2026, an estimated $196.
  • Abound Wealth Management first reported a position in Calix in Q1 2024 and held it in 9 quarters.
  • Abound Wealth Management's Calix position peaked at $311 in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.