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Ross\Johnson & Associates’s Calix CALX Stock Holding History

Ross\Johnson & Associates’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
Q1 		– Sell
-2
Closed -$106 – 238
2025
Q4 		$106 Buy
+2
New +$116 ﹤0.01% 305

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ross\Johnson & Associates's CALX Position: Q1 2026 in Review

Ross\Johnson & Associates sold out of Calix (CALX) in Q1 2026, closing a stake of 2 shares — an estimated $106 sold.

Ross\Johnson & Associates first reported a position in CALX in Q4 2025 and held it in 1 quarter. The position peaked at $106 in Q4 2025. 310 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

  • Ross\Johnson & Associates reported no remaining Calix position as of Q1 2026 after selling out during the quarter.
  • Ross\Johnson & Associates sold 2 Calix shares in Q1 2026, an estimated $106.
  • Ross\Johnson & Associates first reported a position in Calix in Q4 2025 and held it in 1 quarter.
  • Ross\Johnson & Associates's Calix position peaked at $106 in Q4 2025.
  • 310 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.