Cornerstone Investment Partners’s Calix CALX Stock Holding History

Cornerstone Investment Partners’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	$248K	Sell	6,636 -318	-5%	-$13.3K	0.01%	241
2026 Q1	$341K	Buy	6,954 +1,594	+30%	+$83.7K	0.01%	111
2025 Q4	$284K	Buy	5,360 +3	+0.1%	+$175	0.01%	111
2025 Q3	$329K	Sell	5,357 -400	-7%	-$23K	0.01%	97
2025 Q2	$306K	Buy	5,757 +3	+0.1%	+$128	0.01%	102
2025 Q1	$204K	Sell	5,754 -503	-8%	-$18.7K	0.01%	131
2024 Q4	$218K	Buy	+6,257	New	+$220K	0.01%	174
2022 Q2	–	Sell	-9,150	Closed	-$393K	–	204
2022 Q1	$393K	Hold	9,150	–	–	0.02%	93
2021 Q4	$732K	Hold	9,150	–	–	0.04%	57
2021 Q3	$452K	Sell	9,150 -2,100	-19%	-$96.8K	0.03%	70
2021 Q2	$534K	Hold	11,250	–	–	0.03%	82
2021 Q1	$390K	Hold	11,250	–	–	0.02%	86
2020 Q4	$335K	Hold	11,250	–	–	0.02%	86
2020 Q3	$200K	Hold	11,250	–	–	0.01%	121
2020 Q2	$168K	Buy	+11,250	New	+$129K	0.01%	137

Other funds holding CALX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cornerstone Investment Partners's CALX Position: Q2 2026 in Review

Cornerstone Investment Partners reduced its Calix (CALX) stake by 4.6% in Q2 2026, selling an estimated $13.3K and leaving 6,636 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #241.

Cornerstone Investment Partners first reported a position in CALX in Q2 2020 and has held it in 15 quarters since. The position peaked at $732K in Q4 2021. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Cornerstone Investment Partners held 6,636 shares of Calix worth $248K as of Q2 2026.
Cornerstone Investment Partners sold 318 Calix shares in Q2 2026, an estimated $13.3K.
Calix made up 0.01% of Cornerstone Investment Partners's portfolio in Q2 2026, its #241 holding.
Cornerstone Investment Partners first reported a position in Calix in Q2 2020 and has held it in 15 quarters since.
Cornerstone Investment Partners's Calix position peaked at $732K in Q4 2021.
287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Cornerstone Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.