NSAM
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North Star Asset Management’s Calix CALX Stock Holding History

North Star Asset 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
Q1 		$4.87M Buy
99,465
+1,082
+1% +$56.8K 0.21% 102
2025
Q4 		$5.21M Buy
98,383
+2,382
+2% +$139K 0.21% 97
2025
Q3 		$5.89M Sell
96,001
-525
-0.5% -$30.2K 0.24% 92
2025
Q2 		$5.13M Buy
96,526
+1,179
+1% +$50.4K 0.22% 94
2025
Q1 		$3.38M Buy
95,347
+2,957
+3% +$110K 0.15% 106
2024
Q4 		$3.22M Buy
92,390
+2,727
+3% +$96K 0.14% 109
2024
Q3 		$3.48M Buy
89,663
+5,347
+6% +$196K 0.16% 105
2024
Q2 		$2.99M Buy
84,316
+18,660
+28% +$601K 0.14% 111
2024
Q1 		$2.18M Buy
+65,656
New +$2.45M 0.1% 133

Other funds holding CALX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B 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
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return