Matrix Trust Company’s Calix CALX Stock Holding History

Matrix Trust Company’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	-228	Closed	-$12K	–	191
2025 Q4	$12K	Buy	+228	New	+$13.3K	﹤0.01%	197

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Matrix Trust Company's CALX Position: Q1 2026 in Review

Matrix Trust Company sold out of Calix (CALX) in Q1 2026, closing a stake of 228 shares — an estimated $12K sold.

Matrix Trust Company first reported a position in CALX in Q4 2025 and held it in 1 quarter. The position peaked at $12K in Q4 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

Matrix Trust Company reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
Matrix Trust Company sold 228 Calix shares in Q1 2026, an estimated $12K.
Matrix Trust Company first reported a position in Calix in Q4 2025 and held it in 1 quarter.
Matrix Trust Company's Calix position peaked at $12K in Q4 2025.
309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Matrix Trust Company's 13F filing for Q1 2026, filed 10 Apr 2026.