Basecamp Wealth Advisors’s Calix CALX Stock Holding History

Basecamp Wealth Advisors’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	-334	Closed	-$16.4K	–	1851
2026 Q1	$16.4K	Hold	334	–	–	﹤0.01%	887
2025 Q4	$17.7K	Buy	+334	New	+$19.5K	﹤0.01%	834

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Basecamp Wealth Advisors's CALX Position: Q2 2026 in Review

Basecamp Wealth Advisors sold out of Calix (CALX) in Q2 2026, closing a stake of 334 shares — an estimated $16.4K sold.

Basecamp Wealth Advisors first reported a position in CALX in Q4 2025 and held it in 2 quarters. The position peaked at $17.7K in Q4 2025. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Basecamp Wealth Advisors reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
Basecamp Wealth Advisors sold 334 Calix shares in Q2 2026, an estimated $16.4K.
Basecamp Wealth Advisors first reported a position in Calix in Q4 2025 and held it in 2 quarters.
Basecamp Wealth Advisors's Calix position peaked at $17.7K in Q4 2025.
285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.