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Huntleigh Advisors’s Calix CALX Stock Holding History

Huntleigh 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
Q1 		– Sell
-11,652
Closed -$617K – 288
2025
Q4 		$617K Buy
11,652
+613
+6% +$35.7K 0.1% 152
2025
Q3 		$677K Buy
11,039
+656
+6% +$37.8K 0.12% 145
2025
Q2 		$552K Buy
10,383
+561
+6% +$24K 0.11% 144
2025
Q1 		$348K Buy
9,822
+1,397
+17% +$51.8K 0.08% 169
2024
Q4 		$294K Buy
+8,425
New +$297K 0.06% 197

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Huntleigh Advisors's CALX Position: Q1 2026 in Review

Huntleigh Advisors sold out of Calix (CALX) in Q1 2026, closing a stake of 11,652 shares — an estimated $617K sold.

Huntleigh Advisors first reported a position in CALX in Q4 2024 and held it in 5 quarters. The position peaked at $677K in Q3 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Huntleigh Advisors reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • Huntleigh Advisors sold 11,652 Calix shares in Q1 2026, an estimated $617K.
  • Huntleigh Advisors first reported a position in Calix in Q4 2024 and held it in 5 quarters.
  • Huntleigh Advisors's Calix position peaked at $677K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Huntleigh Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.