Tower View Wealth Management’s Calix CALX Stock Holding History

Tower View Wealth 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	$14.9K	Hold	400	–	–	0.01%	143
2026 Q1	$19.6K	Hold	400	–	–	0.01%	124
2025 Q4	$21.2K	Hold	400	–	–	0.01%	109
2025 Q3	$24.5K	Hold	400	–	–	0.01%	104
2025 Q2	$21.3K	Hold	400	–	–	0.01%	117
2025 Q1	$14.2K	Hold	400	–	–	0.01%	118
2024 Q4	$13.9K	Hold	400	–	–	0.01%	115
2024 Q3	$15.5K	Hold	400	–	–	0.01%	115
2024 Q2	$14.2K	Hold	400	–	–	0.01%	117
2024 Q1	$13.3K	Hold	400	–	–	0.01%	123
2023 Q4	$17K	Hold	400	–	–	0.01%	109
2023 Q3	$18K	Hold	400	–	–	0.01%	101
2023 Q2	$20K	Hold	400	–	–	0.01%	98
2023 Q1	$21K	Hold	400	–	–	0.01%	98
2022 Q4	$27K	Hold	400	–	–	0.02%	92
2022 Q3	$24K	Buy	+400	New	+$21.4K	0.02%	95

Other funds holding CALX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Tower View Wealth Management's CALX Position: Q2 2026 in Review

Tower View Wealth Management held its Calix (CALX) position steady in Q2 2026 at 400 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #143.

Tower View Wealth Management first reported a position in CALX in Q3 2022 and has held it in 16 quarters since. The position peaked at $27K in Q4 2022. 285 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Tower View Wealth Management held 400 shares of Calix worth $14.9K as of Q2 2026.
Tower View Wealth Management left its Calix share count unchanged in Q2 2026.
Calix made up 0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #143 holding.
Tower View Wealth Management first reported a position in Calix in Q3 2022 and has held it in 16 quarters since.
Tower View Wealth Management's Calix position peaked at $27K in Q4 2022.
285 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.