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Atria Investments’s Calix CALX Stock Holding History

Atria Investments’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
-8,945
Closed -$438K – 2133
2026
Q1 		$438K Buy
8,945
+2,018
+29% +$106K ﹤0.01% 1516
2025
Q4 		$367K Sell
6,927
-1,414
-17% -$82.4K ﹤0.01% 1631
2025
Q3 		$512K Sell
8,341
-1,043
-11% -$60.1K 0.01% 1403
2025
Q2 		$499K Buy
9,384
+416
+5% +$17.8K 0.01% 1418
2025
Q1 		$318K Buy
8,968
+1,848
+26% +$68.6K ﹤0.01% 1587
2024
Q4 		$248K Buy
7,120
+469
+7% +$16.5K ﹤0.01% 1689
2024
Q3 		$258K Buy
+6,651
New +$244K ﹤0.01% 1689

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

Atria Investments's CALX Position: Q2 2026 in Review

Atria Investments sold out of Calix (CALX) in Q2 2026, closing a stake of 8,945 shares — an estimated $438K sold.

Atria Investments first reported a position in CALX in Q3 2024 and held it in 7 quarters. The position peaked at $512K in Q3 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Atria Investments reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 8,945 Calix shares in Q2 2026, an estimated $438K.
  • Atria Investments first reported a position in Calix in Q3 2024 and held it in 7 quarters.
  • Atria Investments's Calix position peaked at $512K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.