AAS
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Ameritas Advisory Services’s Cal-Maine CALM Stock Holding History

Ameritas Advisory Services’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-850
Closed -$80K – 1094
2025
Q3 		$80K Sell
850
-10
-1% -$1.07K 0.01% 913
2025
Q2 		$85.7K Buy
+860
New +$82.2K ﹤0.01% 1050
2023
Q2 		– Sell
-160
Closed -$9.68K – 832
2023
Q1 		$9.68K Buy
+160
New +$8.92K ﹤0.01% 1906

Other funds holding CALM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Advisory Services's CALM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 850 shares — an estimated $80K sold.

Ameritas Advisory Services first reported a position in CALM in Q1 2023 and held it in 3 quarters. The position peaked at $85.7K in Q2 2025. 462 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 850 Cal-Maine shares in Q4 2025, an estimated $80K.
  • Ameritas Advisory Services first reported a position in Cal-Maine in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Cal-Maine position peaked at $85.7K in Q2 2025.
  • 462 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.