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DiNuzzo Private Wealth’s Calix CALX Stock Holding History

DiNuzzo 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
Q1 		– Sell
-5
Closed -$265 – 1350
2025
Q4 		$265 Hold
5
– – ﹤0.01% 1218
2025
Q3 		$298 Sell
5
-1
-17% -$58 ﹤0.01% 1206
2025
Q2 		$320 Hold
6
– – ﹤0.01% 1181
2025
Q1 		$213 Hold
6
– – ﹤0.01% 1228
2024
Q4 		$210 Hold
6
– – ﹤0.01% 1262
2024
Q3 		$233 Hold
6
– – ﹤0.01% 1280
2024
Q2 		$213 Buy
6
+1
+20% +$32 ﹤0.01% 1259
2024
Q1 		$166 Hold
5
– – ﹤0.01% 1224
2023
Q4 		$219 Buy
+5
New +$200 ﹤0.01% 1209

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DiNuzzo Private Wealth's CALX Position: Q1 2026 in Review

DiNuzzo Private Wealth sold out of Calix (CALX) in Q1 2026, closing a stake of 5 shares — an estimated $265 sold.

DiNuzzo Private Wealth first reported a position in CALX in Q4 2023 and held it in 9 quarters. The position peaked at $320 in Q2 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • DiNuzzo Private Wealth reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 5 Calix shares in Q1 2026, an estimated $265.
  • DiNuzzo Private Wealth first reported a position in Calix in Q4 2023 and held it in 9 quarters.
  • DiNuzzo Private Wealth's Calix position peaked at $320 in Q2 2025.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.