Clearstead Trust’s Calix CALX Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-6	Closed	-$369	–	1092
2025 Q3	$369	Hold	6	–	–	﹤0.01%	1423
2025 Q2	$320	Buy	+6	New	+$257	﹤0.01%	1414

Other funds holding CALX

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Clearstead Trust's CALX Position: Q4 2025 in Review

Clearstead Trust sold out of Calix (CALX) in Q4 2025, closing a stake of 6 shares — an estimated $369 sold.

Clearstead Trust first reported a position in CALX in Q2 2025 and held it in 2 quarters. The position peaked at $369 in Q3 2025. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

Clearstead Trust reported no remaining Calix position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 6 Calix shares in Q4 2025, an estimated $369.
Clearstead Trust first reported a position in Calix in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Calix position peaked at $369 in Q3 2025.
331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

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