Stephens Consulting’s Calix CALX Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-20	Closed	-$709	–	1330
2025 Q1	$709	Buy	+20	New	+$742	﹤0.01%	816

Other funds holding CALX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Stephens Consulting's CALX Position: Q2 2025 in Review

Stephens Consulting sold out of Calix (CALX) in Q2 2025, closing a stake of 20 shares — an estimated $709 sold.

Stephens Consulting first reported a position in CALX in Q1 2025 and held it in 1 quarter. The position peaked at $709 in Q1 2025. 295 funds tracked by Wall St. Rank hold CALX as of Q2 2025.

Stephens Consulting reported no remaining Calix position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 20 Calix shares in Q2 2025, an estimated $709.
Stephens Consulting first reported a position in Calix in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Calix position peaked at $709 in Q1 2025.
295 funds tracked by Wall St. Rank held Calix as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.