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Bay Harbor Wealth Management’s Calix CALX Stock Holding History

Bay Harbor Wealth Management’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 		– Sell
-2
Closed -$105 – 1304
2025
Q4 		$105 Hold
2
– – ﹤0.01% 1203
2025
Q3 		$122 Hold
2
– – ﹤0.01% 1137
2025
Q2 		$106 Buy
2
+1
+100% +$43 ﹤0.01% 1095
2025
Q1 		$35 Buy
+1
New +$37 ﹤0.01% 1067

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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 $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bay Harbor Wealth Management's CALX Position: Q1 2026 in Review

Bay Harbor Wealth Management sold out of Calix (CALX) in Q1 2026, closing a stake of 2 shares — an estimated $105 sold.

Bay Harbor Wealth Management first reported a position in CALX in Q1 2025 and held it in 4 quarters. The position peaked at $122 in Q3 2025. 310 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Bay Harbor Wealth Management reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 2 Calix shares in Q1 2026, an estimated $105.
  • Bay Harbor Wealth Management first reported a position in Calix in Q1 2025 and held it in 4 quarters.
  • Bay Harbor Wealth Management's Calix position peaked at $122 in Q3 2025.
  • 310 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.