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Strategic Wealth Partners’s Cal-Maine CALM Stock Holding History

Strategic Wealth Partners’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 		$19.3K Hold
240
– – ﹤0.01% 758
2026
Q1 		$19K Buy
+240
New +$19.7K ﹤0.01% 720
2022
Q2 		– Sell
-3,685
Closed -$203K – 250
2022
Q1 		$203K Buy
+3,685
New +$160K 0.04% 242

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 $3.37T AUM 44.26% 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

Strategic Wealth Partners's CALM Position: Q2 2026 in Review

Strategic Wealth Partners held its Cal-Maine (CALM) position steady in Q2 2026 at 240 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Strategic Wealth Partners first reported a position in CALM in Q1 2022 and has held it in 3 quarters since. The position peaked at $203K in Q1 2022. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Strategic Wealth Partners held 240 shares of Cal-Maine worth $19.3K as of Q2 2026.
  • Strategic Wealth Partners left its Cal-Maine share count unchanged in Q2 2026.
  • Cal-Maine made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #758 holding.
  • Strategic Wealth Partners first reported a position in Cal-Maine in Q1 2022 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Cal-Maine position peaked at $203K in Q1 2022.
  • 456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.