True Wealth Design’s Cal-Maine CALM Stock Holding History

True Wealth Design’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
2025 Q4	–	Sell	-9	Closed	-$847	–	2610
2025 Q3	$847	Buy	9 +8	+800%	+$854	﹤0.01%	1815
2025 Q2	$100	Hold	1	–	–	﹤0.01%	2235
2025 Q1	$91	Buy	+1	New	+$99	﹤0.01%	2222

Other funds holding CALM

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

True Wealth Design's CALM Position: Q4 2025 in Review

True Wealth Design sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 9 shares — an estimated $847 sold.

True Wealth Design first reported a position in CALM in Q1 2025 and held it in 3 quarters. The position peaked at $847 in Q3 2025. 463 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

True Wealth Design reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 9 Cal-Maine shares in Q4 2025, an estimated $847.
True Wealth Design first reported a position in Cal-Maine in Q1 2025 and held it in 3 quarters.
True Wealth Design's Cal-Maine position peaked at $847 in Q3 2025.
463 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.