SLAM
CALX icon

Swiss Life Asset Management’s Calix CALX Stock Holding History

Swiss Life Asset Management’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 		– Sell
-7,472
Closed -$366K – 1655
2026
Q1 		$366K Buy
7,472
+1,453
+24% +$76.3K ﹤0.01% 1019
2025
Q4 		$319K Buy
+6,019
New +$351K ﹤0.01% 991

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Swiss Life Asset Management's CALX Position: Q2 2026 in Review

Swiss Life Asset Management sold out of Calix (CALX) in Q2 2026, closing a stake of 7,472 shares — an estimated $366K sold.

Swiss Life Asset Management first reported a position in CALX in Q4 2025 and held it in 2 quarters. The position peaked at $366K in Q1 2026. 196 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Swiss Life Asset Management reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Swiss Life Asset Management sold 7,472 Calix shares in Q2 2026, an estimated $366K.
  • Swiss Life Asset Management first reported a position in Calix in Q4 2025 and held it in 2 quarters.
  • Swiss Life Asset Management's Calix position peaked at $366K in Q1 2026.
  • 196 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.