CA
CALX icon

Crewe Advisors’s Calix CALX Stock Holding History

Crewe Advisors’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 		$5.56K Sell
149
-306
-67% -$12.8K ﹤0.01% 859
2026
Q1 		$22.3K Buy
455
+129
+40% +$6.77K ﹤0.01% 499
2025
Q4 		$17.3K Buy
326
+30
+10% +$1.75K ﹤0.01% 517
2025
Q3 		$18.2K Buy
+296
New +$17K ﹤0.01% 514
2024
Q3 		– Sell
-325
Closed -$11.5K – 760
2024
Q2 		$11.5K Buy
325
+238
+274% +$7.66K ﹤0.01% 661
2024
Q1 		$2.88K Buy
+87
New +$3.24K ﹤0.01% 822

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

Crewe Advisors's CALX Position: Q2 2026 in Review

Crewe Advisors reduced its Calix (CALX) stake by 67% in Q2 2026, selling an estimated $12.8K and leaving 149 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Crewe Advisors first reported a position in CALX in Q1 2024 and has held it in 6 quarters since. The position peaked at $22.3K in Q1 2026. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Crewe Advisors held 149 shares of Calix worth $5.56K as of Q2 2026.
  • Crewe Advisors sold 306 Calix shares in Q2 2026, an estimated $12.8K.
  • Calix made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #859 holding.
  • Crewe Advisors first reported a position in Calix in Q1 2024 and has held it in 6 quarters since.
  • Crewe Advisors's Calix position peaked at $22.3K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.