Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Calix CALX Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q4 		– Sell
-3,378
Closed -$207K – 1495
2025
Q3 		$207K Buy
+3,378
New +$195K ﹤0.01% 1413

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Envestnet Portfolio Solutions's CALX Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Calix (CALX) in Q4 2025, closing a stake of 3,378 shares — an estimated $207K sold.

Envestnet Portfolio Solutions first reported a position in CALX in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining Calix position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,378 Calix shares in Q4 2025, an estimated $207K.
  • Envestnet Portfolio Solutions first reported a position in Calix in Q3 2025 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Calix position peaked at $207K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.