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Blue Trust Inc’s Calix CALX Stock Holding History

Blue Trust Inc’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
-7
Closed -$371 – 2543
2025
Q4 		$371 Buy
+7
New +$408 ﹤0.01% 2432
2024
Q4 		– Sell
-650
Closed -$23K – 2516
2024
Q3 		$23K Buy
650
+346
+114% +$12.7K ﹤0.01% 1888
2024
Q2 		$10.1K Buy
304
+12
+4% +$386 ﹤0.01% 1924
2024
Q1 		$9.68K Hold
292
– – ﹤0.01% 1454
2023
Q4 		$13K Sell
292
-460
-61% -$18.4K ﹤0.01% 1473
2023
Q3 		$38K Sell
752
-5
-0.7% -$226 ﹤0.01% 937
2023
Q2 		$41K Buy
757
+297
+65% +$14.3K ﹤0.01% 761
2023
Q1 		$31K Hold
460
– – ﹤0.01% 1210
2022
Q4 		$28K Buy
460
+230
+100% +$15.5K ﹤0.01% 1154
2022
Q3 		$8K Hold
230
– – ﹤0.01% 1406
2022
Q2 		$10K Buy
+230
New +$8.55K ﹤0.01% 1192

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

Blue Trust Inc's CALX Position: Q1 2026 in Review

Blue Trust Inc sold out of Calix (CALX) in Q1 2026, closing a stake of 7 shares — an estimated $371 sold.

Blue Trust Inc first reported a position in CALX in Q2 2022 and held it in 11 quarters. The position peaked at $41K in Q2 2023. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Blue Trust Inc reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 7 Calix shares in Q1 2026, an estimated $371.
  • Blue Trust Inc first reported a position in Calix in Q2 2022 and held it in 11 quarters.
  • Blue Trust Inc's Calix position peaked at $41K in Q2 2023.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.