Ameriprise
CALX icon

Ameriprise’s Calix CALX Stock Holding History

Ameriprise’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
Q1 		$5.09M Sell
103,835
-5,940
-5% -$312K ﹤0.01% 2421
2025
Q4 		$5.81M Sell
109,775
-6,199
-5% -$361K ﹤0.01% 2332
2025
Q3 		$7.12M Sell
115,974
-1,532
-1% -$88.2K ﹤0.01% 2157
2025
Q2 		$6.25M Sell
117,506
-11,526
-9% -$493K ﹤0.01% 2186
2025
Q1 		$4.57M Sell
129,032
-6,771
-5% -$251K ﹤0.01% 2380
2024
Q4 		$4.74M Sell
135,803
-5,180
-4% -$182K ﹤0.01% 2394
2024
Q3 		$5.47M Sell
140,983
-17,580
-11% -$646K ﹤0.01% 2315
2024
Q2 		$5.62M Sell
158,563
-73,615
-32% -$2.37M ﹤0.01% 2220
2024
Q1 		$7.7M Sell
232,178
-425,950
-65% -$15.9M ﹤0.01% 2022
2023
Q4 		$28.8M Sell
658,128
-771,496
-54% -$30.8M 0.01% 1065
2023
Q3 		$65.5M Buy
1,429,624
+189,676
+15% +$8.59M 0.02% 644
2023
Q2 		$61.9M Buy
1,239,948
+91,541
+8% +$4.41M 0.02% 669
2023
Q1 		$61.5M Buy
1,148,407
+388,718
+51% +$21.2M 0.02% 657
2022
Q4 		$52M Buy
759,689
+575,813
+313% +$38.7M 0.02% 712
2022
Q3 		$11.2M Buy
183,876
+1,807
+1% +$96.6K ﹤0.01% 1578
2022
Q2 		$6.21M Buy
182,069
+65,914
+57% +$2.45M ﹤0.01% 2109
2022
Q1 		$4.98M Sell
116,155
-501,750
-81% -$25.4M ﹤0.01% 2431
2021
Q4 		$49.4M Sell
617,905
-593,056
-49% -$38.7M 0.01% 850
2021
Q3 		$59.9M Buy
1,210,961
+6,028
+0.5% +$278K 0.02% 683
2021
Q2 		$57.2M Buy
1,204,933
+19,277
+2% +$847K 0.02% 736
2021
Q1 		$41.1M Buy
+1,185,656
New +$43.9M 0.01% 859
2020
Q2 		– Sell
-27,578
Closed -$196K – 3685
2020
Q1 		$196K Sell
27,578
-2,972
-10% -$25K ﹤0.01% 3442
2019
Q4 		$245K Sell
30,550
-12,158
-28% -$90.6K ﹤0.01% 3530
2019
Q3 		$273K Sell
42,708
-39,415
-48% -$248K ﹤0.01% 3478
2019
Q2 		$539K Sell
82,123
-40,579
-33% -$274K ﹤0.01% 3312
2019
Q1 		$945K Sell
122,702
-126,803
-51% -$1.12M ﹤0.01% 3063
2018
Q4 		$2.43M Sell
249,505
-1,240,451
-83% -$10.8M ﹤0.01% 2557
2018
Q3 		$12.1M Sell
1,489,956
-1,252,746
-46% -$9.57M ﹤0.01% 1728
2018
Q2 		$21.4M Sell
2,742,702
-51,681
-2% -$364K 0.01% 1118
2018
Q1 		$19.1M Buy
2,794,383
+42,679
+2% +$276K 0.01% 1151
2017
Q4 		$16.4M Sell
2,751,704
-200,090
-7% -$1.21M 0.01% 1220
2017
Q3 		$14.9M Sell
2,951,794
-169,473
-5% -$968K 0.01% 1265
2017
Q2 		$21.4M Sell
3,121,267
-25,095
-0.8% -$170K 0.01% 982
2017
Q1 		$22.8M Sell
3,146,362
-844
-0% -$5.98K 0.01% 919
2016
Q4 		$24.2M Sell
3,147,206
-122,972
-4% -$895K 0.01% 875
2016
Q3 		$24M Sell
3,270,178
-55,288
-2% -$414K 0.01% 827
2016
Q2 		$23M Buy
3,325,466
+679,219
+26% +$4.65M 0.01% 829
2016
Q1 		$18.8M Buy
2,646,247
+796,569
+43% +$5.63M 0.01% 935
2015
Q4 		$14.6M Sell
1,849,678
-239,160
-11% -$1.87M 0.01% 1155
2015
Q3 		$16.3M Buy
2,088,838
+5,893
+0.3% +$44.8K 0.01% 1080
2015
Q2 		$15.8M Buy
2,082,945
+552,015
+36% +$4.5M 0.01% 1193
2015
Q1 		$12.8M Buy
1,530,930
+808,113
+112% +$7.26M 0.01% 1348
2014
Q4 		$7.24M Sell
722,817
-397,853
-36% -$3.96M ﹤0.01% 1782
2014
Q3 		$10.7M Buy
1,120,670
+44,451
+4% +$413K 0.01% 1417
2014
Q2 		$8.8M Sell
1,076,219
-963,377
-47% -$7.88M 0.01% 1650
2014
Q1 		$17.2M Sell
2,039,596
-778,305
-28% -$6.52M 0.01% 1113
2013
Q4 		$27.2M Buy
2,817,901
+173,634
+7% +$1.86M 0.02% 819
2013
Q3 		$33.7M Buy
2,644,267
+424,493
+19% +$5.2M 0.02% 719
2013
Q2 		$22.4M Buy
+2,219,774
New +$20.7M 0.02% 906

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise's CALX Position: Q1 2026 in Review

Ameriprise reduced its Calix (CALX) stake by 5.4% in Q1 2026, selling an estimated $312K and leaving 103,835 shares worth $5.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Ameriprise first reported a position in CALX in Q2 2013 and has held it in 49 quarters since. The position peaked at $65.5M in Q3 2023. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Ameriprise held 103,835 shares of Calix worth $5.09M as of Q1 2026.
  • Ameriprise sold 5,940 Calix shares in Q1 2026, an estimated $312K.
  • Calix made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2421 holding.
  • Ameriprise first reported a position in Calix in Q2 2013 and has held it in 49 quarters since.
  • Ameriprise's Calix position peaked at $65.5M in Q3 2023.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.