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Bell Investment Advisors’s Calix CALX Stock Holding History

Bell Investment 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
Q1 		– Sell
-80
Closed -$4.24K – 1867
2025
Q4 		$4.24K Buy
+80
New +$4.66K ﹤0.01% 1039
2024
Q4 		– Sell
-11
Closed -$427 – 1910
2024
Q3 		$427 Hold
11
– – ﹤0.01% 1813
2024
Q2 		$390 Sell
11
-15
-58% -$483 ﹤0.01% 1874
2024
Q1 		$863 Hold
26
– – ﹤0.01% 1643
2023
Q4 		$1.14K Sell
26
-4
-13% -$160 ﹤0.01% 1551
2023
Q3 		$1.38K Buy
30
+5
+20% +$226 ﹤0.01% 1450
2023
Q2 		$1.25K Sell
25
-1
-4% -$48 ﹤0.01% 1521
2023
Q1 		$1.39K Sell
26
-7
-21% -$382 ﹤0.01% 1429
2022
Q4 		$2.26K Buy
33
+7
+27% +$470 ﹤0.01% 1223
2022
Q3 		$2K Buy
26
+11
+73% +$588 ﹤0.01% 1061
2022
Q2 		$1K Buy
+15
New +$557 ﹤0.01% 1355

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

Bell Investment Advisors's CALX Position: Q1 2026 in Review

Bell Investment Advisors sold out of Calix (CALX) in Q1 2026, closing a stake of 80 shares — an estimated $4.24K sold.

Bell Investment Advisors first reported a position in CALX in Q2 2022 and held it in 11 quarters. The position peaked at $4.24K in Q4 2025. 310 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Bell Investment Advisors reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 80 Calix shares in Q1 2026, an estimated $4.24K.
  • Bell Investment Advisors first reported a position in Calix in Q2 2022 and held it in 11 quarters.
  • Bell Investment Advisors's Calix position peaked at $4.24K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.