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Evolve Private Wealth’s Cal-Maine CALM Stock Holding History

Evolve Private Wealth’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$558K Sell
6,932
-275
-4% -$21.2K 0.03% 465
2026
Q1 		$570K Buy
7,207
+304
+4% +$25K 0.03% 522
2025
Q4 		$549K Buy
+6,903
New +$606K 0.03% 505

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Evolve Private Wealth's CALM Position: Q2 2026 in Review

Evolve Private Wealth reduced its Cal-Maine (CALM) stake by 3.8% in Q2 2026, selling an estimated $21.2K and leaving 6,932 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #465.

Evolve Private Wealth first reported a position in CALM in Q4 2025 and has held it in 3 quarters since. The position peaked at $570K in Q1 2026. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Evolve Private Wealth held 6,932 shares of Cal-Maine worth $558K as of Q2 2026.
  • Evolve Private Wealth sold 275 Cal-Maine shares in Q2 2026, an estimated $21.2K.
  • Cal-Maine made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #465 holding.
  • Evolve Private Wealth first reported a position in Cal-Maine in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Cal-Maine position peaked at $570K in Q1 2026.
  • 456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.