Mercer Global Advisors
CALX icon

Mercer Global Advisors’s Calix CALX Stock Holding History

Mercer Global 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
Q2 		$202K Sell
5,412
-886
-14% -$37.2K ﹤0.01% 3231
2026
Q1 		$309K Buy
6,298
+1,123
+22% +$58.9K ﹤0.01% 2397
2025
Q4 		$274K Buy
5,175
+54
+1% +$3.15K ﹤0.01% 2308
2025
Q3 		$314K Buy
5,121
+168
+3% +$9.68K ﹤0.01% 2058
2025
Q2 		$263K Buy
+4,953
New +$212K ﹤0.01% 1921
2025
Q1 		– Sell
-5,966
Closed -$208K – 2164
2024
Q4 		$208K Buy
+5,966
New +$210K ﹤0.01% 1955

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Mercer Global Advisors's CALX Position: Q2 2026 in Review

Mercer Global Advisors reduced its Calix (CALX) stake by 14% in Q2 2026, selling an estimated $37.2K and leaving 5,412 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #3231.

Mercer Global Advisors first reported a position in CALX in Q4 2024 and has held it in 6 quarters since. The position peaked at $314K in Q3 2025. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Mercer Global Advisors held 5,412 shares of Calix worth $202K as of Q2 2026.
  • Mercer Global Advisors sold 886 Calix shares in Q2 2026, an estimated $37.2K.
  • Calix made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3231 holding.
  • Mercer Global Advisors first reported a position in Calix in Q4 2024 and has held it in 6 quarters since.
  • Mercer Global Advisors's Calix position peaked at $314K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.