Corient Private Wealth
CALX icon

Corient Private Wealth’s Calix CALX Stock Holding History

Corient Private Wealth’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 		– Sell
-5,232
Closed -$256K – 3067
2026
Q1 		$256K Buy
5,232
+666
+15% +$35K ﹤0.01% 2411
2025
Q4 		$242K Buy
4,566
+2
+0% +$116 ﹤0.01% 2324
2025
Q3 		$280K Buy
4,564
+117
+3% +$6.74K ﹤0.01% 2161
2025
Q2 		$237K Buy
+4,447
New +$190K ﹤0.01% 2129
2023
Q1 		– Sell
-3,793
Closed -$260K – 2014
2022
Q4 		$260K Buy
+3,793
New +$255K ﹤0.01% 1389

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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return

Corient Private Wealth's CALX Position: Q2 2026 in Review

Corient Private Wealth sold out of Calix (CALX) in Q2 2026, closing a stake of 5,232 shares — an estimated $256K sold.

Corient Private Wealth first reported a position in CALX in Q4 2022 and held it in 5 quarters. The position peaked at $280K in Q3 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Corient Private Wealth reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 5,232 Calix shares in Q2 2026, an estimated $256K.
  • Corient Private Wealth first reported a position in Calix in Q4 2022 and held it in 5 quarters.
  • Corient Private Wealth's Calix position peaked at $280K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.