CA
CALX icon

Clearstead Advisors’s Calix CALX Stock Holding History

Clearstead 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 		$13K Buy
347
+164
+90% +$6.88K ﹤0.01% 1911
2026
Q1 		$8.97K Sell
183
-2,236
-92% -$117K ﹤0.01% 1615
2025
Q4 		$128K Buy
2,419
+1,981
+452% +$115K ﹤0.01% 1047
2025
Q3 		$26.9K Buy
438
+255
+139% +$14.7K ﹤0.01% 1510
2025
Q2 		$9.73K Buy
+183
New +$7.83K ﹤0.01% 1902

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 $3.37T AUM 44.26% 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 40.91% 1-Year Est. Return

Clearstead Advisors's CALX Position: Q2 2026 in Review

Clearstead Advisors increased its Calix (CALX) stake by 90% in Q2 2026, buying an estimated $6.88K and bringing the position to 347 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

Clearstead Advisors first reported a position in CALX in Q2 2025 and has held it in 5 quarters since. The position peaked at $128K in Q4 2025. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Clearstead Advisors held 347 shares of Calix worth $13K as of Q2 2026.
  • Clearstead Advisors bought 164 Calix shares in Q2 2026, an estimated $6.88K.
  • Calix made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1911 holding.
  • Clearstead Advisors first reported a position in Calix in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Calix position peaked at $128K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.