NEWAS
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N.E.W. Advisory Services’s Calix CALX Stock Holding History

N.E.W. Advisory 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
2025
Q4 		– Sell
-85
Closed -$5.22K – 902
2025
Q3 		$5.22K Hold
85
– – ﹤0.01% 656
2025
Q2 		$4.52K Hold
85
– – ﹤0.01% 664
2025
Q1 		$3.01K Buy
+85
New +$3.15K ﹤0.01% 755

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

N.E.W. Advisory Services's CALX Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of Calix (CALX) in Q4 2025, closing a stake of 85 shares — an estimated $5.22K sold.

N.E.W. Advisory Services first reported a position in CALX in Q1 2025 and held it in 3 quarters. The position peaked at $5.22K in Q3 2025. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

  • N.E.W. Advisory Services reported no remaining Calix position as of Q4 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 85 Calix shares in Q4 2025, an estimated $5.22K.
  • N.E.W. Advisory Services first reported a position in Calix in Q1 2025 and held it in 3 quarters.
  • N.E.W. Advisory Services's Calix position peaked at $5.22K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.