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Steward Partners Investment Advisory’s Cal-Maine CALM Stock Holding History

Steward Partners Investment Advisory’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$138K Sell
1,709
-517
-23% -$39.9K ﹤0.01% 2431
2026
Q1 		$176K Buy
2,226
+317
+17% +$26K ﹤0.01% 2082
2025
Q4 		$152K Buy
1,909
+708
+59% +$62.2K ﹤0.01% 2077
2025
Q3 		$113K Buy
1,201
+1,101
+1,101% +$118K ﹤0.01% 2153
2025
Q2 		$9.96K Buy
+100
New +$9.56K ﹤0.01% 3218
2023
Q2 		– Sell
-2,200
Closed -$134K – 3329
2023
Q1 		$134K Buy
+2,200
New +$123K ﹤0.01% 1464
2022
Q1 		– Sell
-10
Closed – – 3291
2021
Q4 		$0 Sell
10
-34
-77% -$1.23K ﹤0.01% 3190
2021
Q3 		$2K Sell
44
-1,131
-96% -$40.3K ﹤0.01% 2970
2021
Q2 		$43K Buy
+1,175
New +$44K ﹤0.01% 3645

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Steward Partners Investment Advisory's CALM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Cal-Maine (CALM) stake by 23% in Q2 2026, selling an estimated $39.9K and leaving 1,709 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

Steward Partners Investment Advisory first reported a position in CALM in Q2 2021 and has held it in 9 quarters since. The position peaked at $176K in Q1 2026. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Steward Partners Investment Advisory held 1,709 shares of Cal-Maine worth $138K as of Q2 2026.
  • Steward Partners Investment Advisory sold 517 Cal-Maine shares in Q2 2026, an estimated $39.9K.
  • Cal-Maine made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2431 holding.
  • Steward Partners Investment Advisory first reported a position in Cal-Maine in Q2 2021 and has held it in 9 quarters since.
  • Steward Partners Investment Advisory's Cal-Maine position peaked at $176K in Q1 2026.
  • 456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.