DiNuzzo Private Wealth’s Cal-Maine CALM Stock Holding History

DiNuzzo Private Wealth’s Portfolio CALM Stock Details CALM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$645	Buy	8 +1	+14%	+$77	﹤0.01%	1031
2026 Q1	$555	Sell	7 -2	-22%	-$164	﹤0.01%	1058
2025 Q4	$717	Buy	9 +1	+13%	+$88	﹤0.01%	978
2025 Q3	$926	Hold	8	–	–	﹤0.01%	898
2025 Q2	$798	Buy	8 +1	+14%	+$96	﹤0.01%	929
2025 Q1	$637	Sell	7 -1	-13%	-$99	﹤0.01%	969
2024 Q4	$824	Buy	8 +1	+14%	+$94	﹤0.01%	908
2024 Q3	$524	Buy	7 +2	+40%	+$138	﹤0.01%	1097
2024 Q2	$306	Buy	5 +1	+25%	+$59	﹤0.01%	1182
2024 Q1	$236	Hold	4	–	–	﹤0.01%	1178
2023 Q4	$230	Buy	+4	New	+$198	﹤0.01%	1188

Other funds holding CALM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return