NewEdge Advisors’s Calix CALX Stock Holding History

NewEdge 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
2026 Q1	–	Sell	-1,004	Closed	-$53.1K	–	4176
2025 Q4	$53.1K	Sell	1,004 -42	-4%	-$2.45K	﹤0.01%	2944
2025 Q3	$64.2K	Buy	+1,046	New	+$60.2K	﹤0.01%	2758

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewEdge Advisors's CALX Position: Q1 2026 in Review

NewEdge Advisors sold out of Calix (CALX) in Q1 2026, closing a stake of 1,004 shares — an estimated $53.1K sold.

NewEdge Advisors first reported a position in CALX in Q3 2025 and held it in 2 quarters. The position peaked at $64.2K in Q3 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

NewEdge Advisors reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 1,004 Calix shares in Q1 2026, an estimated $53.1K.
NewEdge Advisors first reported a position in Calix in Q3 2025 and held it in 2 quarters.
NewEdge Advisors's Calix position peaked at $64.2K in Q3 2025.
309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.