UBS Group
CALX icon

UBS Group’s Calix CALX Stock Holding History

UBS Group’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
2024
Q1 		– Sell
-285,500
Closed -$12.5M – 9364
2023
Q4 		$12.5M Buy
+285,500
New +$11.4M ﹤0.01% 1916
2015
Q1 		– Sell
-200
Closed -$2K – 8852
2014
Q4 		$2K Buy
+200
New +$1.99K ﹤0.01% 9379

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 40.89% 1-Year Est. Return

UBS Group's CALX Position: Q2 2026 in Review

UBS Group increased its Calix (CALX) stake by 33% in Q2 2026, buying an estimated $8.9M and bringing the position to 857,360 shares worth $32M. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

UBS Group first reported a position in CALX in Q4 2014 and has held it in 47 quarters since. The position peaked at $49.6M in Q3 2025. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • UBS Group held 857,360 shares of Calix worth $32M as of Q2 2026.
  • UBS Group bought 212,115 Calix shares in Q2 2026, an estimated $8.9M.
  • Calix made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2206 holding.
  • UBS Group first reported a position in Calix in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Calix position peaked at $49.6M in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.