CWM
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Congress Wealth Management’s Calix CALX Stock Holding History

Congress Wealth Management’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
Q2 		$11M Sell
207,000
-1,017
-0.5% -$43.5K 0.11% 229
2025
Q1 		$7.37M Buy
208,017
+57,400
+38% +$2.13M 0.09% 257
2024
Q4 		$5.25M Sell
150,617
-96,213
-39% -$3.39M 0.07% 279
2024
Q3 		$9.57M Buy
246,830
+56,346
+30% +$2.07M 0.13% 219
2024
Q2 		$6.75M Buy
190,484
+14,677
+8% +$472K 0.11% 217
2024
Q1 		$5.83M Buy
175,807
+51,084
+41% +$1.9M 0.1% 209
2023
Q4 		$5.45M Sell
124,723
-28,790
-19% -$1.15M 0.1% 215
2023
Q3 		$7.04M Buy
153,513
+43,052
+39% +$1.95M 0.15% 182
2023
Q2 		$5.51M Buy
110,461
+25,406
+30% +$1.22M 0.13% 180
2023
Q1 		$4.56M Buy
+85,055
New +$4.64M 0.11% 196

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Congress Wealth Management's CALX Position: Q2 2025 in Review

Congress Wealth Management reduced its Calix (CALX) stake by 0.49% in Q2 2025, selling an estimated $43.5K and leaving 207,000 shares worth $11M. The position accounts for 0.11% of the portfolio, ranked #229.

Congress Wealth Management first reported a position in CALX in Q1 2023 and has held it in 10 quarters since. 295 funds tracked by Wall St. Rank hold CALX as of Q2 2025.

  • Congress Wealth Management held 207,000 shares of Calix worth $11M as of Q2 2025.
  • Congress Wealth Management sold 1,017 Calix shares in Q2 2025, an estimated $43.5K.
  • Calix made up 0.11% of Congress Wealth Management's portfolio in Q2 2025, its #229 holding.
  • Congress Wealth Management first reported a position in Calix in Q1 2023 and has held it in 10 quarters since.
  • 295 funds tracked by Wall St. Rank held Calix as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.