PWG
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Portside Wealth Group’s Calix CALX Stock Holding History

Portside Wealth Group’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
Q2 		– Sell
-9,483
Closed -$465K – 522
2026
Q1 		$465K Buy
9,483
+175
+2% +$9.19K 0.06% 271
2025
Q4 		$493K Sell
9,308
-445
-5% -$25.9K 0.07% 267
2025
Q3 		$599K Buy
9,753
+1,738
+22% +$100K 0.08% 229
2025
Q2 		$426K Sell
8,015
-399
-5% -$17.1K 0.06% 275
2025
Q1 		$298K Buy
8,414
+621
+8% +$23K 0.05% 334
2024
Q4 		$272K Sell
7,793
-2,524
-24% -$88.9K 0.04% 342
2024
Q3 		$400K Buy
10,317
+3,103
+43% +$114K 0.07% 250
2024
Q2 		$256K Buy
7,214
+301
+4% +$9.69K 0.05% 296
2024
Q1 		$229K Buy
6,913
+343
+5% +$12.8K 0.04% 326
2023
Q4 		$287K Buy
6,570
+24
+0.4% +$960 0.05% 272
2023
Q3 		$296K Buy
6,546
+1,399
+27% +$63.3K 0.06% 252
2023
Q2 		$257K Buy
+5,147
New +$248K 0.05% 285

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Portside Wealth Group's CALX Position: Q2 2026 in Review

Portside Wealth Group sold out of Calix (CALX) in Q2 2026, closing a stake of 9,483 shares — an estimated $465K sold.

Portside Wealth Group first reported a position in CALX in Q2 2023 and held it in 12 quarters. The position peaked at $599K in Q3 2025. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Portside Wealth Group reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Portside Wealth Group sold 9,483 Calix shares in Q2 2026, an estimated $465K.
  • Portside Wealth Group first reported a position in Calix in Q2 2023 and held it in 12 quarters.
  • Portside Wealth Group's Calix position peaked at $599K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.