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Cooper Financial Group’s Calix CALX Stock Holding History

Cooper Financial Group’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
Q1 		– Sell
-3,865
Closed -$205K – 432
2025
Q4 		$205K Hold
3,865
– – 0.02% 372
2025
Q3 		$237K Sell
3,865
-615
-14% -$35.4K 0.03% 342
2025
Q2 		$238K Buy
+4,480
New +$192K 0.03% 336

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cooper Financial Group's CALX Position: Q1 2026 in Review

Cooper Financial Group sold out of Calix (CALX) in Q1 2026, closing a stake of 3,865 shares — an estimated $205K sold.

Cooper Financial Group first reported a position in CALX in Q2 2025 and held it in 3 quarters. The position peaked at $238K in Q2 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Cooper Financial Group reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • Cooper Financial Group sold 3,865 Calix shares in Q1 2026, an estimated $205K.
  • Cooper Financial Group first reported a position in Calix in Q2 2025 and held it in 3 quarters.
  • Cooper Financial Group's Calix position peaked at $238K in Q2 2025.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Cooper Financial Group's 13F filing for Q1 2026, filed 7 Apr 2026.