EWA
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EverSource Wealth Advisors’s Calix CALX Stock Holding History

EverSource Wealth Advisors’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 		$6.91K Sell
185
-3
-2% -$126 ﹤0.01% 3115
2026
Q1 		$9.21K Buy
188
+45
+31% +$2.36K ﹤0.01% 2957
2025
Q4 		$7.57K Buy
143
+9
+7% +$524 ﹤0.01% 2929
2025
Q3 		$8.22K Hold
134
– – ﹤0.01% 2922
2025
Q2 		$7.13K Buy
134
+58
+76% +$2.48K ﹤0.01% 2995
2025
Q1 		$2.69K Buy
76
+72
+1,800% +$2.67K ﹤0.01% 2789
2024
Q4 		$139 Buy
+4
New +$141 ﹤0.01% 3499
2023
Q3 		– Sell
-10
Closed -$499 – 2525
2023
Q2 		$499 Sell
10
-38
-79% -$1.83K ﹤0.01% 2356
2023
Q1 		$2.57K Sell
48
-191
-80% -$10.4K ﹤0.01% 1857
2022
Q4 		$16.4K Buy
239
+10
+4% +$672 ﹤0.01% 1129
2022
Q3 		$14K Buy
+229
New +$12.2K ﹤0.01% 1012

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

EverSource Wealth Advisors's CALX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Calix (CALX) stake by 1.6% in Q2 2026, selling an estimated $126 and leaving 185 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #3115.

EverSource Wealth Advisors first reported a position in CALX in Q3 2022 and has held it in 11 quarters since. The position peaked at $16.4K in Q4 2022. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • EverSource Wealth Advisors held 185 shares of Calix worth $6.91K as of Q2 2026.
  • EverSource Wealth Advisors sold 3 Calix shares in Q2 2026, an estimated $126.
  • Calix made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3115 holding.
  • EverSource Wealth Advisors first reported a position in Calix in Q3 2022 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Calix position peaked at $16.4K in Q4 2022.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.