RWM
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Rialto Wealth Management’s Calix CALX Stock Holding History

Rialto 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
Q2 		$38 Hold
1
– – ﹤0.01% 1924
2026
Q1 		$49 Hold
1
– – ﹤0.01% 1697
2025
Q4 		$53 Hold
1
– – ﹤0.01% 1677
2025
Q3 		$62 Hold
1
– – ﹤0.01% 1668
2025
Q2 		$54 Buy
+1
New +$43 ﹤0.01% 1625

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

Rialto Wealth Management's CALX Position: Q2 2026 in Review

Rialto Wealth Management held its Calix (CALX) position steady in Q2 2026 at 1 share worth $38. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Rialto Wealth Management first reported a position in CALX in Q2 2025 and has held it in 5 quarters since. The position peaked at $62 in Q3 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Rialto Wealth Management held 1 share of Calix worth $38 as of Q2 2026.
  • Rialto Wealth Management left its Calix share count unchanged in Q2 2026.
  • Calix made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1924 holding.
  • Rialto Wealth Management first reported a position in Calix in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Calix position peaked at $62 in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.