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Freestone Grove Partners’s Calix CALX Stock Holding History

Freestone Grove 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 		$157K Buy
4,210
+614
+17% +$25.8K ﹤0.01% 815
2026
Q1 		$176K Sell
3,596
-10,157
-74% -$533K ﹤0.01% 750
2025
Q4 		$728K Buy
+13,753
New +$801K 0.01% 507

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

Freestone Grove Partners's CALX Position: Q2 2026 in Review

Freestone Grove Partners increased its Calix (CALX) stake by 17% in Q2 2026, buying an estimated $25.8K and bringing the position to 4,210 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Freestone Grove Partners first reported a position in CALX in Q4 2025 and has held it in 3 quarters since. The position peaked at $728K in Q4 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Freestone Grove Partners held 4,210 shares of Calix worth $157K as of Q2 2026.
  • Freestone Grove Partners bought 614 Calix shares in Q2 2026, an estimated $25.8K.
  • Calix made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #815 holding.
  • Freestone Grove Partners first reported a position in Calix in Q4 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's Calix position peaked at $728K in Q4 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.