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Measured Wealth Private Client Group’s Cal-Maine CALM Stock Holding History

Measured Wealth Private Client Group’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.4K Sell
340
-51
-13% -$3.94K 0.01% 423
2026
Q1 		$30.9K Sell
391
-2,503
-86% -$206K 0.01% 370
2025
Q4 		$230K Sell
2,894
-4,834
-63% -$424K 0.06% 171
2025
Q3 		$727K Buy
7,728
+1,929
+33% +$206K 0.2% 69
2025
Q2 		$578K Buy
+5,799
New +$554K 0.17% 87

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Measured Wealth Private Client Group's CALM Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Cal-Maine (CALM) stake by 13% in Q2 2026, selling an estimated $3.94K and leaving 340 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #423.

Measured Wealth Private Client Group first reported a position in CALM in Q2 2025 and has held it in 5 quarters since. The position peaked at $727K in Q3 2025. 454 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Measured Wealth Private Client Group held 340 shares of Cal-Maine worth $27.4K as of Q2 2026.
  • Measured Wealth Private Client Group sold 51 Cal-Maine shares in Q2 2026, an estimated $3.94K.
  • Cal-Maine made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #423 holding.
  • Measured Wealth Private Client Group first reported a position in Cal-Maine in Q2 2025 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Cal-Maine position peaked at $727K in Q3 2025.
  • 454 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.