MAM
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Marquette Asset Management’s Calix CALX Stock Holding History

Marquette Asset 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
Q4 		– Sell
-20
Closed -$1.23K – 730
2025
Q3 		$1.23K Buy
+20
New +$1.15K ﹤0.01% 680

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Marquette Asset Management's CALX Position: Q4 2025 in Review

Marquette Asset Management sold out of Calix (CALX) in Q4 2025, closing a stake of 20 shares — an estimated $1.23K sold.

Marquette Asset Management first reported a position in CALX in Q3 2025 and held it in 1 quarter. The position peaked at $1.23K in Q3 2025. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

  • Marquette Asset Management reported no remaining Calix position as of Q4 2025 after selling out during the quarter.
  • Marquette Asset Management sold 20 Calix shares in Q4 2025, an estimated $1.23K.
  • Marquette Asset Management first reported a position in Calix in Q3 2025 and held it in 1 quarter.
  • Marquette Asset Management's Calix position peaked at $1.23K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

Based on Marquette Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.