Northwestern Mutual Wealth Management’s Calix CALX Stock Holding History

Northwestern Mutual 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 Q1	$15K	Buy	306 +218	+248%	+$11.4K	﹤0.01%	2915
2025 Q4	$4.66K	Hold	88	–	–	﹤0.01%	3245
2025 Q3	$5.4K	Hold	88	–	–	﹤0.01%	3119
2025 Q2	$4.68K	Buy	+88	New	+$3.76K	﹤0.01%	3046
2024 Q3	–	Sell	-475	Closed	-$16.8K	–	3614
2024 Q2	$16.8K	Buy	+475	New	+$15.3K	﹤0.01%	2453
2015 Q4	–	Sell	-2,500	Closed	-$19K	–	1601
2015 Q3	$19K	Buy	+2,500	New	+$19K	﹤0.01%	924

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Northwestern Mutual Wealth Management's CALX Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Calix (CALX) stake by 248% in Q1 2026, buying an estimated $11.4K and bringing the position to 306 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2915.

Northwestern Mutual Wealth Management first reported a position in CALX in Q3 2015 and has held it in 6 quarters since. The position peaked at $19K in Q3 2015. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

Northwestern Mutual Wealth Management held 306 shares of Calix worth $15K as of Q1 2026.
Northwestern Mutual Wealth Management bought 218 Calix shares in Q1 2026, an estimated $11.4K.
Calix made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2915 holding.
Northwestern Mutual Wealth Management first reported a position in Calix in Q3 2015 and has held it in 6 quarters since.
Northwestern Mutual Wealth Management's Calix position peaked at $19K in Q3 2015.
309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.