HIA
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HFM Investment Advisors’s Calix CALX Stock Holding History

HFM Investment 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 		$38 Buy
+1
New +$42 ﹤0.01% 1275
2026
Q1 		– Sell
-3
Closed -$159 – 1224
2025
Q4 		$159 Hold
3
– – ﹤0.01% 1085
2025
Q3 		$184 Hold
3
– – ﹤0.01% 1016
2025
Q2 		$160 Buy
3
+2
+200% +$86 ﹤0.01% 1055
2025
Q1 		$36 Buy
+1
New +$37 ﹤0.01% 1096

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

HFM Investment Advisors's CALX Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in Calix (CALX) in Q2 2026: 1 share worth $38. The stake represents ﹤0.01% of the portfolio and ranks #1275 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in CALX as recently as Q4 2025.

HFM Investment Advisors first reported a position in CALX in Q1 2025 and has held it in 5 quarters since. The position peaked at $184 in Q3 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • HFM Investment Advisors held 1 share of Calix worth $38 as of Q2 2026.
  • Calix was a new HFM Investment Advisors position in Q2 2026.
  • Calix made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1275 holding.
  • HFM Investment Advisors first reported a position in Calix in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Calix position peaked at $184 in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.