MassMutual Private Wealth & Trust’s Calix CALX Stock Holding History

MassMutual Private Wealth & Trust’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	$2.31K	Hold	62	–	–	﹤0.01%	1962
2026 Q1	$3.04K	Sell	62 -42	-40%	-$2.21K	﹤0.01%	1858
2025 Q4	$5.5K	Buy	104 +42	+68%	+$2.45K	﹤0.01%	1641
2025 Q3	$3.81K	Hold	62	–	–	﹤0.01%	1778
2025 Q2	$3.3K	Sell	62 -70	-53%	-$2.99K	﹤0.01%	1787
2025 Q1	$4.68K	Buy	132 +110	+500%	+$4.08K	﹤0.01%	1631
2024 Q4	$767	Sell	22 -13	-37%	-$458	﹤0.01%	2085
2024 Q3	$1.36K	Buy	35 +3	+9%	+$110	﹤0.01%	1765
2024 Q2	$1.13K	Buy	+32	New	+$1.03K	﹤0.01%	1784
2024 Q1	–	Sell	-28	Closed	-$1.22K	–	2056
2023 Q4	$1.22K	Buy	28 +5	+22%	+$200	﹤0.01%	1639
2023 Q3	$1.05K	Hold	23	–	–	﹤0.01%	1675
2023 Q2	$1.15K	Sell	23 -7	-23%	-$337	﹤0.01%	1623
2023 Q1	$1.61K	Buy	30 +7	+30%	+$382	﹤0.01%	1475
2022 Q4	$2K	Hold	23	–	–	﹤0.01%	1224
2022 Q3	$1K	Buy	+23	New	+$1.23K	﹤0.01%	1379
2022 Q2	–	Sell	-14	Closed	-$1K	–	1531
2022 Q1	$1K	Buy	+14	New	+$709	﹤0.01%	1277

Other funds holding CALX

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MassMutual Private Wealth & Trust's CALX Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Calix (CALX) position steady in Q2 2026 at 62 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

MassMutual Private Wealth & Trust first reported a position in CALX in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.5K in Q4 2025. 64 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

MassMutual Private Wealth & Trust held 62 shares of Calix worth $2.31K as of Q2 2026.
MassMutual Private Wealth & Trust left its Calix share count unchanged in Q2 2026.
Calix made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1962 holding.
MassMutual Private Wealth & Trust first reported a position in Calix in Q1 2022 and has held it in 16 quarters since.
MassMutual Private Wealth & Trust's Calix position peaked at $5.5K in Q4 2025.
64 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.