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Morling Financial Advisors’s Calix CALX Stock Holding History

Morling Financial 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
2025
Q2 		– Sell
-21,160
Closed -$750K – 107
2025
Q1 		$750K Buy
+21,160
New +$785K 0.26% 35

Other funds holding CALX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Morling Financial Advisors's CALX Position: Q2 2025 in Review

Morling Financial Advisors sold out of Calix (CALX) in Q2 2025, closing a stake of 21,160 shares — an estimated $750K sold.

Morling Financial Advisors first reported a position in CALX in Q1 2025 and held it in 1 quarter. The position peaked at $750K in Q1 2025. 295 funds tracked by Wall St. Rank hold CALX as of Q2 2025.

  • Morling Financial Advisors reported no remaining Calix position as of Q2 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 21,160 Calix shares in Q2 2025, an estimated $750K.
  • Morling Financial Advisors first reported a position in Calix in Q1 2025 and held it in 1 quarter.
  • Morling Financial Advisors's Calix position peaked at $750K in Q1 2025.
  • 295 funds tracked by Wall St. Rank held Calix as of Q2 2025.

Based on Morling Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.