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	-54,600	Closed	-$2.39M	–	9365
2023 Q4	$2.39M	Buy	+54,600	New	+$2.18M	﹤0.01%	3621

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 40.89% 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.