Capstone Investment Advisors
CALX icon

Capstone Investment Advisors’s Calix CALX Stock Holding History

Capstone 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
Q2 		– Sell
-4,623
Closed -$226K – 1686
2026
Q1 		$226K Sell
4,623
-2,770
-37% -$145K ﹤0.01% 1491
2025
Q4 		$391K Buy
7,393
+2,782
+60% +$162K ﹤0.01% 1232
2025
Q3 		$283K Sell
4,611
-985
-18% -$56.7K ﹤0.01% 1672
2025
Q2 		$298K Buy
+5,596
New +$239K ﹤0.01% 1381
2024
Q2 		– Sell
-9,695
Closed -$321K – 2118
2024
Q1 		$321K Buy
+9,695
New +$361K ﹤0.01% 1803
2023
Q3 		– Sell
-11,368
Closed -$567K – 2113
2023
Q2 		$567K Buy
+11,368
New +$548K ﹤0.01% 1103

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Capstone Investment Advisors's CALX Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Calix (CALX) in Q2 2026, closing a stake of 4,623 shares — an estimated $226K sold.

Capstone Investment Advisors first reported a position in CALX in Q2 2023 and held it in 6 quarters. The position peaked at $567K in Q2 2023. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,623 Calix shares in Q2 2026, an estimated $226K.
  • Capstone Investment Advisors first reported a position in Calix in Q2 2023 and held it in 6 quarters.
  • Capstone Investment Advisors's Calix position peaked at $567K in Q2 2023.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.