DT
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Diversified Trust’s Calix CALX Stock Holding History

Diversified Trust’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 		$440K Buy
11,801
+744
+7% +$31.2K 0.01% 805
2026
Q1 		$542K Buy
11,057
+910
+9% +$47.8K 0.01% 664
2025
Q4 		$537K Buy
+10,147
New +$591K 0.01% 639
2025
Q1 		– Sell
-12,030
Closed -$419K – 946
2024
Q4 		$419K Buy
12,030
+1,845
+18% +$65K 0.01% 635
2024
Q3 		$395K Buy
10,185
+152
+2% +$5.58K 0.01% 661
2024
Q2 		$355K Buy
10,033
+1,026
+11% +$33K 0.01% 637
2024
Q1 		$299K Sell
9,007
-384
-4% -$14.3K 0.01% 651
2023
Q4 		$410K Sell
9,391
-112
-1% -$4.48K 0.01% 557
2023
Q3 		$436K Buy
9,503
+992
+12% +$44.9K 0.02% 506
2023
Q2 		$425K Buy
+8,511
New +$410K 0.02% 519

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

Diversified Trust's CALX Position: Q2 2026 in Review

Diversified Trust increased its Calix (CALX) stake by 6.7% in Q2 2026, buying an estimated $31.2K and bringing the position to 11,801 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #805.

Diversified Trust first reported a position in CALX in Q2 2023 and has held it in 10 quarters since. The position peaked at $542K in Q1 2026. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Diversified Trust held 11,801 shares of Calix worth $440K as of Q2 2026.
  • Diversified Trust bought 744 Calix shares in Q2 2026, an estimated $31.2K.
  • Calix made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #805 holding.
  • Diversified Trust first reported a position in Calix in Q2 2023 and has held it in 10 quarters since.
  • Diversified Trust's Calix position peaked at $542K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.