TWD
CALX icon

True Wealth Design’s Calix CALX Stock Holding History

True Wealth Design’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 		$75 Sell
2
-4
-67% -$168 ﹤0.01% 2568
2026
Q1 		$294 Hold
6
– – ﹤0.01% 2226
2025
Q4 		$318 Sell
6
-1
-14% -$58 ﹤0.01% 2100
2025
Q3 		$430 Hold
7
– – ﹤0.01% 2056
2025
Q2 		$373 Buy
+7
New +$299 ﹤0.01% 1857

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

True Wealth Design's CALX Position: Q2 2026 in Review

True Wealth Design reduced its Calix (CALX) stake by 67% in Q2 2026, selling an estimated $168 and leaving 2 shares worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

True Wealth Design first reported a position in CALX in Q2 2025 and has held it in 5 quarters since. The position peaked at $430 in Q3 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • True Wealth Design held 2 shares of Calix worth $75 as of Q2 2026.
  • True Wealth Design sold 4 Calix shares in Q2 2026, an estimated $168.
  • Calix made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2568 holding.
  • True Wealth Design first reported a position in Calix in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Calix position peaked at $430 in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.