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Rothschild Investment LLC’s Calix CALX Stock Holding History

Rothschild Investment LLC’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 		$3.81K Buy
102
+17
+20% +$713 ﹤0.01% 2429
2026
Q1 		$4.16K Sell
85
-5
-6% -$262 ﹤0.01% 2148
2025
Q4 		$4.76K Hold
90
– – ﹤0.01% 1912
2025
Q3 		$5.52K Sell
90
-20
-18% -$1.15K ﹤0.01% 1668
2025
Q2 		$5.85K Buy
110
+15
+16% +$642 ﹤0.01% 1435
2025
Q1 		$3.37K Buy
95
+35
+58% +$1.3K ﹤0.01% 1627
2024
Q4 		$2.09K Sell
60
-5
-8% -$176 ﹤0.01% 1775
2024
Q3 		$2.52K Buy
65
+30
+86% +$1.1K ﹤0.01% 1610
2024
Q2 		$1.24K Buy
35
+30
+600% +$966 ﹤0.01% 1554
2024
Q1 		$166 Buy
+5
New +$186 ﹤0.01% 1839

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

Rothschild Investment LLC's CALX Position: Q2 2026 in Review

Rothschild Investment LLC increased its Calix (CALX) stake by 20% in Q2 2026, buying an estimated $713 and bringing the position to 102 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

Rothschild Investment LLC first reported a position in CALX in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.85K in Q2 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Rothschild Investment LLC held 102 shares of Calix worth $3.81K as of Q2 2026.
  • Rothschild Investment LLC bought 17 Calix shares in Q2 2026, an estimated $713.
  • Calix made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2429 holding.
  • Rothschild Investment LLC first reported a position in Calix in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Calix position peaked at $5.85K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.