APP
CALM icon

Avantax Planning Partners’s Cal-Maine CALM Stock Holding History

Avantax Planning Partners’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
-2,389
Closed -$225K – 440
2025
Q3 		$225K Sell
2,389
-34
-1% -$3.63K 0.01% 400
2025
Q2 		$241K Sell
2,423
-47
-2% -$4.49K 0.01% 398
2025
Q1 		$225K Hold
2,470
– – 0.01% 388
2024
Q4 		$254K Buy
+2,470
New +$233K 0.01% 367

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Planning Partners's CALM Position: Q4 2025 in Review

Avantax Planning Partners sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 2,389 shares — an estimated $225K sold.

Avantax Planning Partners first reported a position in CALM in Q4 2024 and held it in 4 quarters. The position peaked at $254K in Q4 2024. 463 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • Avantax Planning Partners reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 2,389 Cal-Maine shares in Q4 2025, an estimated $225K.
  • Avantax Planning Partners first reported a position in Cal-Maine in Q4 2024 and held it in 4 quarters.
  • Avantax Planning Partners's Cal-Maine position peaked at $254K in Q4 2024.
  • 463 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on Avantax Planning Partners's 13F filing for Q4 2025, filed 5 Feb 2026.