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CALM icon

NewEdge Wealth’s Cal-Maine CALM Stock Holding History

NewEdge Wealth’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,782
Closed -$1.04M – 1191
2025
Q3 		$1.04M Buy
11,782
+2,351
+25% +$251K 0.02% 562
2025
Q2 		$997K Buy
9,431
+2,081
+28% +$199K 0.02% 530
2025
Q1 		$668K Buy
7,350
+4,934
+204% +$487K 0.01% 555
2024
Q4 		$249K Buy
+2,416
New +$228K ﹤0.01% 817

Other funds holding CALM

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Wealth's CALM Position: Q4 2025 in Review

NewEdge Wealth sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 11,782 shares — an estimated $1.04M sold.

NewEdge Wealth first reported a position in CALM in Q4 2024 and held it in 4 quarters. The position peaked at $1.04M in Q3 2025. 462 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • NewEdge Wealth reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • NewEdge Wealth sold 11,782 Cal-Maine shares in Q4 2025, an estimated $1.04M.
  • NewEdge Wealth first reported a position in Cal-Maine in Q4 2024 and held it in 4 quarters.
  • NewEdge Wealth's Cal-Maine position peaked at $1.04M in Q3 2025.
  • 462 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on NewEdge Wealth's 13F filing for Q4 2025, filed 3 Feb 2026.