FFO
CALX icon

Fortitude Family Office’s Calix CALX Stock Holding History

Fortitude Family Office’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 		$821 Sell
22
-12
-35% -$503 ﹤0.01% 1822
2026
Q1 		$1.67K Sell
34
-10
-23% -$525 ﹤0.01% 1346
2025
Q4 		$2.33K Hold
44
– – ﹤0.01% 1111
2025
Q3 		$2.7K Hold
44
– – ﹤0.01% 1077
2025
Q2 		$2.34K Buy
44
+4
+10% +$171 ﹤0.01% 1115
2025
Q1 		$1.42K Hold
40
– – ﹤0.01% 973
2024
Q4 		$1.4K Hold
40
– – ﹤0.01% 1083
2024
Q3 		$1.55K Hold
40
– – ﹤0.01% 1049
2024
Q2 		$1.42K Buy
+40
New +$1.29K ﹤0.01% 842

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

Fortitude Family Office's CALX Position: Q2 2026 in Review

Fortitude Family Office reduced its Calix (CALX) stake by 35% in Q2 2026, selling an estimated $503 and leaving 22 shares worth $821. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Fortitude Family Office first reported a position in CALX in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.7K in Q3 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Fortitude Family Office held 22 shares of Calix worth $821 as of Q2 2026.
  • Fortitude Family Office sold 12 Calix shares in Q2 2026, an estimated $503.
  • Calix made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1822 holding.
  • Fortitude Family Office first reported a position in Calix in Q2 2024 and has held it in 9 quarters since.
  • Fortitude Family Office's Calix position peaked at $2.7K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.