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Parkworth Wealth Management’s Calix CALX Stock Holding History

Parkworth 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
2025
Q2 		$53 Hold
1
– – ﹤0.01% 1266
2025
Q1 		$35 Hold
1
– – ﹤0.01% 1155
2024
Q4 		$35 Buy
+1
New +$35 ﹤0.01% 1204

Other funds holding CALX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Parkworth Wealth Management's CALX Position: Q2 2025 in Review

Parkworth Wealth Management held its Calix (CALX) position steady in Q2 2025 at 1 share worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Parkworth Wealth Management first reported a position in CALX in Q4 2024 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold CALX as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Calix worth $53 as of Q2 2025.
  • Parkworth Wealth Management left its Calix share count unchanged in Q2 2025.
  • Calix made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1266 holding.
  • Parkworth Wealth Management first reported a position in Calix in Q4 2024 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held Calix as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.