NWM
CALX icon

Navigoe Wealth Management’s Calix CALX Stock Holding History

Navigoe Wealth 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 		$0 Buy
+1
New +$42 ﹤0.01% 534

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

Navigoe Wealth Management's CALX Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in Calix (CALX) in Q2 2026: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings.

287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Navigoe Wealth Management held 1 share of Calix worth $0 as of Q2 2026.
  • Calix was a new Navigoe Wealth Management position in Q2 2026.
  • Calix made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #534 holding.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.