Highline Wealth Partners’s Calix CALX Stock Holding History

Highline Wealth 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	$672	Sell	18 -37	-67%	-$1.55K	﹤0.01%	1315
2026 Q1	$2.69K	Hold	55	–	–	﹤0.01%	980
2025 Q4	$2.91K	Hold	55	–	–	﹤0.01%	757
2025 Q3	$3.38K	Hold	55	–	–	﹤0.01%	698
2025 Q2	$2.92K	Hold	55	–	–	﹤0.01%	565
2025 Q1	$1.95K	Buy	55 +18	+49%	+$668	﹤0.01%	636
2024 Q4	$1.29K	Hold	37	–	–	﹤0.01%	505
2024 Q3	$1.44K	Hold	37	–	–	﹤0.01%	483
2024 Q2	$1.31K	Hold	37	–	–	﹤0.01%	434
2024 Q1	$1.23K	Hold	37	–	–	﹤0.01%	362
2023 Q4	$1.62K	Hold	37	–	–	﹤0.01%	314
2023 Q3	$1.7K	Buy	+37	New	+$1.68K	﹤0.01%	281

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Highline Wealth Partners's CALX Position: Q2 2026 in Review

Highline Wealth Partners reduced its Calix (CALX) stake by 67% in Q2 2026, selling an estimated $1.55K and leaving 18 shares worth $672. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Highline Wealth Partners first reported a position in CALX in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.38K in Q3 2025. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Highline Wealth Partners held 18 shares of Calix worth $672 as of Q2 2026.
Highline Wealth Partners sold 37 Calix shares in Q2 2026, an estimated $1.55K.
Calix made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1315 holding.
Highline Wealth Partners first reported a position in Calix in Q3 2023 and has held it in 12 quarters since.
Highline Wealth Partners's Calix position peaked at $3.38K in Q3 2025.
285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.