HWM
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Hemington Wealth Management’s Calix CALX Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$3K Sell
63
-8
-11% -$461 ﹤0.01% 1240
2025
Q2 		$3K Buy
71
+33
+87% +$1.41K ﹤0.01% 1216
2025
Q1 		$1K Buy
38
+27
+245% +$1K ﹤0.01% 1370
2024
Q4 		$0 Buy
11
+2
+22% +$70 ﹤0.01% 1561
2024
Q3 		$0 Buy
+9
New +$331 ﹤0.01% 1505

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hemington Wealth Management's CALX Position: Q3 2025 in Review

Hemington Wealth Management reduced its Calix (CALX) stake by 11% in Q3 2025, selling an estimated $461 and leaving 63 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Hemington Wealth Management first reported a position in CALX in Q3 2024 and has held it in 5 quarters since. 313 funds tracked by Wall St. Rank hold CALX as of Q3 2025.

  • Hemington Wealth Management held 63 shares of Calix worth $3K as of Q3 2025.
  • Hemington Wealth Management sold 8 Calix shares in Q3 2025, an estimated $461.
  • Calix made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1240 holding.
  • Hemington Wealth Management first reported a position in Calix in Q3 2024 and has held it in 5 quarters since.
  • 313 funds tracked by Wall St. Rank held Calix as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.