MOACM
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Mutual of America Capital Management’s Calix CALX Stock Holding History

Mutual of America Capital Management’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 		$248K Sell
6,648
-254
-4% -$10.7K ﹤0.01% 1343
2026
Q1 		$338K Buy
6,902
+9
+0.1% +$472 ﹤0.01% 1168
2025
Q4 		$365K Buy
6,893
+236
+4% +$13.7K ﹤0.01% 1144
2025
Q3 		$409K Sell
6,657
-754
-10% -$43.4K ﹤0.01% 1113
2025
Q2 		$394K Sell
7,411
-1,184
-14% -$50.6K ﹤0.01% 1138
2025
Q1 		$305K Sell
8,595
-345
-4% -$12.8K ﹤0.01% 1231
2024
Q4 		$312K Buy
8,940
+131
+1% +$4.61K ﹤0.01% 1270
2024
Q3 		$342K Sell
8,809
-777
-8% -$28.5K ﹤0.01% 1258
2024
Q2 		$340K Sell
9,586
-512
-5% -$16.5K ﹤0.01% 1247
2024
Q1 		$335K Sell
10,098
-26,097
-72% -$973K ﹤0.01% 1269
2023
Q4 		$1.58M Sell
36,195
-52,030
-59% -$2.08M 0.02% 978
2023
Q3 		$4.04M Buy
88,225
+2,439
+3% +$110K 0.05% 528
2023
Q2 		$4.28M Sell
85,786
-7,280
-8% -$351K 0.05% 551
2023
Q1 		$4.99M Buy
93,066
+11,083
+14% +$604K 0.06% 462
2022
Q4 		$5.61M Buy
81,983
+36,399
+80% +$2.45M 0.07% 387
2022
Q3 		$2.79M Sell
45,584
-879
-2% -$47K 0.04% 697
2022
Q2 		$1.59M Sell
46,463
-3,545
-7% -$132K 0.02% 957
2022
Q1 		$2.15M Buy
+50,008
New +$2.53M 0.02% 931

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

Mutual of America Capital Management's CALX Position: Q2 2026 in Review

Mutual of America Capital Management reduced its Calix (CALX) stake by 3.7% in Q2 2026, selling an estimated $10.7K and leaving 6,648 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Mutual of America Capital Management first reported a position in CALX in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.61M in Q4 2022. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Mutual of America Capital Management held 6,648 shares of Calix worth $248K as of Q2 2026.
  • Mutual of America Capital Management sold 254 Calix shares in Q2 2026, an estimated $10.7K.
  • Calix made up ﹤0.01% of Mutual of America Capital Management's portfolio in Q2 2026, its #1343 holding.
  • Mutual of America Capital Management first reported a position in Calix in Q1 2022 and has held it in 18 quarters since.
  • Mutual of America Capital Management's Calix position peaked at $5.61M in Q4 2022.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.