MML Investors Services
CALX icon

MML Investors Services’s Calix CALX Stock Holding History

MML Investors Services’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
-5,334
Closed -$282K – 3025
2025
Q4 		$282K Sell
5,334
-200
-4% -$11.6K ﹤0.01% 2670
2025
Q3 		$340K Sell
5,534
-327
-6% -$18.8K ﹤0.01% 2436
2025
Q2 		$312K Sell
5,861
-257
-4% -$11K ﹤0.01% 2407
2025
Q1 		$217K Buy
+6,118
New +$227K ﹤0.01% 2502
2023
Q1 		– Sell
-7,165
Closed -$490K – 2107
2022
Q4 		$490K Buy
+7,165
New +$482K ﹤0.01% 1521
2022
Q1 		– Sell
-4,544
Closed -$363K – 2063
2021
Q4 		$363K Buy
+4,544
New +$297K ﹤0.01% 1584
2021
Q3 		– Sell
-6,427
Closed -$305K – 1952
2021
Q2 		$305K Buy
6,427
+383
+6% +$16.8K ﹤0.01% 1606
2021
Q1 		$209K Buy
+6,044
New +$224K ﹤0.01% 1706

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MML Investors Services's CALX Position: Q1 2026 in Review

MML Investors Services sold out of Calix (CALX) in Q1 2026, closing a stake of 5,334 shares — an estimated $282K sold.

MML Investors Services first reported a position in CALX in Q1 2021 and held it in 8 quarters. The position peaked at $490K in Q4 2022. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • MML Investors Services reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • MML Investors Services sold 5,334 Calix shares in Q1 2026, an estimated $282K.
  • MML Investors Services first reported a position in Calix in Q1 2021 and held it in 8 quarters.
  • MML Investors Services's Calix position peaked at $490K in Q4 2022.
  • 309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.