EP
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Essential Partners’s Calix CALX Stock Holding History

Essential Partners’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 		$2.24K Buy
60
+59
+5,900% +$2.48K ﹤0.01% 1926
2026
Q1 		$49 Hold
1
– – ﹤0.01% 2782
2025
Q4 		$53 Sell
1
-2
-67% -$116 ﹤0.01% 2631
2025
Q3 		$184 Buy
3
+2
+200% +$115 ﹤0.01% 2410
2025
Q2 		$53 Buy
+1
New +$43 ﹤0.01% 2146

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

Essential Partners's CALX Position: Q2 2026 in Review

Essential Partners increased its Calix (CALX) stake by 5,900% in Q2 2026, buying an estimated $2.48K and bringing the position to 60 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Essential Partners first reported a position in CALX in Q2 2025 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Essential Partners held 60 shares of Calix worth $2.24K as of Q2 2026.
  • Essential Partners bought 59 Calix shares in Q2 2026, an estimated $2.48K.
  • Calix made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1926 holding.
  • Essential Partners first reported a position in Calix in Q2 2025 and has held it in 5 quarters since.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.