Clearstead Trust’s Cal-Maine CALM Stock Holding History

Clearstead Trust’s Portfolio CALM Stock Details CALM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12	Closed	-$1.13K	–	1091
2025 Q3	$1.13K	Hold	12	–	–	﹤0.01%	1180
2025 Q2	$1.2K	Buy	+12	New	+$1.15K	﹤0.01%	1093

Other funds holding CALM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clearstead Trust's CALM Position: Q4 2025 in Review

Clearstead Trust sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 12 shares — an estimated $1.13K sold.

Clearstead Trust first reported a position in CALM in Q2 2025 and held it in 2 quarters. The position peaked at $1.2K in Q2 2025. 463 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

Clearstead Trust reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 12 Cal-Maine shares in Q4 2025, an estimated $1.13K.
Clearstead Trust first reported a position in Cal-Maine in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Cal-Maine position peaked at $1.2K in Q2 2025.
463 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.