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Truvestments Capital’s Calix CALX Stock Holding History

Truvestments Capital’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
-152
Closed -$7.45K – 1164
2026
Q1 		$7.45K Hold
152
– – ﹤0.01% 813
2025
Q4 		$8.04K Hold
152
– – ﹤0.01% 730
2025
Q3 		$9.33K Sell
152
-110
-42% -$6.33K ﹤0.01% 726
2025
Q2 		$13.9K Hold
262
– – ﹤0.01% 601
2025
Q1 		$9.29K Sell
262
-1,562
-86% -$58K ﹤0.01% 670
2024
Q4 		$63.6K Sell
1,824
-145
-7% -$5.11K 0.02% 338
2024
Q3 		$76.4K Buy
+1,969
New +$72.3K 0.02% 308
2024
Q2 		– Sell
-2,458
Closed -$81.5K – 294
2024
Q1 		$81.5K Sell
2,458
-4,281
-64% -$160K 0.03% 307
2023
Q4 		$294K Buy
6,739
+1,962
+41% +$78.5K 0.13% 171
2023
Q3 		$219K Buy
4,777
+867
+22% +$39.2K 0.11% 170
2023
Q2 		$195K Buy
3,910
+861
+28% +$41.5K 0.1% 190
2023
Q1 		$163K Buy
3,049
+1,386
+83% +$75.5K 0.09% 194
2022
Q4 		$114K Buy
1,663
+1,162
+232% +$78.1K 0.06% 220
2022
Q3 		$31K Buy
501
+33
+7% +$1.76K 0.02% 297
2022
Q2 		$16K Buy
+468
New +$17.4K 0.01% 362

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

Truvestments Capital's CALX Position: Q2 2026 in Review

Truvestments Capital sold out of Calix (CALX) in Q2 2026, closing a stake of 152 shares — an estimated $7.45K sold.

Truvestments Capital first reported a position in CALX in Q2 2022 and held it in 15 quarters. The position peaked at $294K in Q4 2023. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Truvestments Capital reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
  • Truvestments Capital sold 152 Calix shares in Q2 2026, an estimated $7.45K.
  • Truvestments Capital first reported a position in Calix in Q2 2022 and held it in 15 quarters.
  • Truvestments Capital's Calix position peaked at $294K in Q4 2023.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.