IA
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Inspire Advisors’s Calix CALX Stock Holding History

Inspire 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
-3,923
Closed -$208K – 681
2025
Q4 		$208K Sell
3,923
-42,416
-92% -$2.47M 0.02% 491
2025
Q3 		$2.84M Buy
+46,339
New +$2.67M 0.27% 64
2025
Q2 		– Sell
-74,985
Closed -$2.66M – 507
2025
Q1 		$2.66M Buy
+74,985
New +$2.78M 0.31% 51
2022
Q4 		– Sell
-7,145
Closed -$437K – 186
2022
Q3 		$437K Buy
+7,145
New +$382K 0.12% 28

Other funds holding CALX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 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 $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return