Private Wealth Management Group’s Calix CALX Stock Holding History

Private Wealth Management 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	$3.32K	Sell	89 -33	-27%	-$1.39K	﹤0.01%	985
2026 Q1	$5.98K	Hold	122	–	–	﹤0.01%	705
2025 Q4	$6.46K	Hold	122	–	–	﹤0.01%	674
2025 Q3	$7.49K	Hold	122	–	–	﹤0.01%	629
2025 Q2	$6.49K	Sell	122 -17	-12%	-$727	﹤0.01%	644
2025 Q1	$4.93K	Sell	139 -1	-0.7%	-$37	﹤0.01%	730
2024 Q4	$4.88K	Hold	140	–	–	﹤0.01%	751
2024 Q3	$5.43K	Hold	140	–	–	﹤0.01%	694
2024 Q2	$4.96K	Buy	140 +126	+900%	+$4.06K	﹤0.01%	707
2024 Q1	$465	Buy	+14	New	+$522	﹤0.01%	1459

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Private Wealth Management Group's CALX Position: Q2 2026 in Review

Private Wealth Management Group reduced its Calix (CALX) stake by 27% in Q2 2026, selling an estimated $1.39K and leaving 89 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Private Wealth Management Group first reported a position in CALX in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.49K in Q3 2025. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Private Wealth Management Group held 89 shares of Calix worth $3.32K as of Q2 2026.
Private Wealth Management Group sold 33 Calix shares in Q2 2026, an estimated $1.39K.
Calix made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #985 holding.
Private Wealth Management Group first reported a position in Calix in Q1 2024 and has held it in 10 quarters since.
Private Wealth Management Group's Calix position peaked at $7.49K in Q3 2025.
285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.