C
CALX icon

Covestor’s Calix CALX Stock Holding History

Covestor’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 		$29K Buy
780
+72
+10% +$3.02K 0.02% 1033
2026
Q1 		$35K Buy
708
+54
+8% +$2.83K 0.02% 886
2025
Q4 		$35K Sell
654
-2
-0.3% -$116 0.02% 1031
2025
Q3 		$40K Buy
656
+365
+125% +$21K 0.02% 1005
2025
Q2 		$15K Sell
291
-2
-0.7% -$86 0.01% 1342
2025
Q1 		$10K Buy
293
+1
+0.3% +$37 0.01% 1479
2024
Q4 		$10K Hold
292
– – 0.01% 1522
2024
Q3 		$11K Sell
292
-308
-51% -$11.3K 0.01% 1479
2024
Q2 		$22K Buy
600
+315
+111% +$10.1K 0.01% 1163
2024
Q1 		$9K Sell
285
-1,154
-80% -$43K 0.01% 1637
2023
Q4 		$63K Buy
1,439
+61
+4% +$2.44K 0.04% 747
2023
Q3 		$63K Buy
1,378
+126
+10% +$5.7K 0.05% 657
2023
Q2 		$62K Buy
1,252
+1,118
+834% +$53.9K 0.05% 681
2023
Q1 		$7K Hold
134
– – 0.01% 1461
2022
Q4 		$9K Buy
134
+129
+2,580% +$8.67K 0.01% 1361
2022
Q3 		$0 Sell
5
-45
-90% -$2.41K ﹤0.01% 2024
2022
Q2 		$2K Sell
50
-5
-9% -$186 ﹤0.01% 1595
2022
Q1 		$2K Sell
55
-592
-91% -$30K ﹤0.01% 1657
2021
Q4 		$52K Buy
+647
New +$42.2K 0.07% 508

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 $3.37T AUM 44.26% 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 40.91% 1-Year Est. Return

Covestor's CALX Position: Q2 2026 in Review

Covestor increased its Calix (CALX) stake by 10% in Q2 2026, buying an estimated $3.02K and bringing the position to 780 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #1033.

Covestor first reported a position in CALX in Q4 2021 and has held it in 19 quarters since. The position peaked at $63K in Q4 2023. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Covestor held 780 shares of Calix worth $29K as of Q2 2026.
  • Covestor bought 72 Calix shares in Q2 2026, an estimated $3.02K.
  • Calix made up 0.02% of Covestor's portfolio in Q2 2026, its #1033 holding.
  • Covestor first reported a position in Calix in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Calix position peaked at $63K in Q4 2023.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.