Physician Wealth Advisors’s Calix CALX Stock Holding History
Bought
Maintained
Sold
Other funds holding CALX
Physician Wealth Advisors's CALX Position: Q2 2026 in Review
Physician Wealth Advisors reduced its Calix (CALX) stake by 60% in Q2 2026, selling an estimated $881 and leaving 14 shares worth $523. The position accounts for ﹤0.01% of the portfolio, ranked #2105.
Physician Wealth Advisors first reported a position in CALX in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.15K in Q3 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.
- Physician Wealth Advisors held 14 shares of Calix worth $523 as of Q2 2026.
- Physician Wealth Advisors sold 21 Calix shares in Q2 2026, an estimated $881.
- Calix made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2105 holding.
- Physician Wealth Advisors first reported a position in Calix in Q2 2025 and has held it in 5 quarters since.
- Physician Wealth Advisors's Calix position peaked at $2.15K in Q3 2025.
- 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.