SA
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Sanctuary Advisors’s Calix CALX Stock Holding History

Sanctuary Advisors’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
2025
Q4 		– Sell
-3,854
Closed -$237K – 2438
2025
Q3 		$237K Sell
3,854
-1,119
-23% -$64.4K ﹤0.01% 2155
2025
Q2 		$265K Buy
+4,973
New +$213K ﹤0.01% 1989

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Sanctuary Advisors's CALX Position: Q4 2025 in Review

Sanctuary Advisors sold out of Calix (CALX) in Q4 2025, closing a stake of 3,854 shares — an estimated $237K sold.

Sanctuary Advisors first reported a position in CALX in Q2 2025 and held it in 2 quarters. The position peaked at $265K in Q2 2025. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

  • Sanctuary Advisors reported no remaining Calix position as of Q4 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 3,854 Calix shares in Q4 2025, an estimated $237K.
  • Sanctuary Advisors first reported a position in Calix in Q2 2025 and held it in 2 quarters.
  • Sanctuary Advisors's Calix position peaked at $265K in Q2 2025.
  • 331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

Based on Sanctuary Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.