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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's CALX Position: Q1 2026 in Review

UBS Group increased its Calix (CALX) stake by 80% in Q1 2026, buying an estimated $15M and bringing the position to 645,245 shares worth $31.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

UBS Group first reported a position in CALX in Q4 2014 and has held it in 46 quarters since. The position peaked at $49.6M in Q3 2025. 309 funds tracked by Wall St. Rank hold CALX as of Q1 2026.

UBS Group held 645,245 shares of Calix worth $31.6M as of Q1 2026.
UBS Group bought 286,145 Calix shares in Q1 2026, an estimated $15M.
Calix made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2113 holding.
UBS Group first reported a position in Calix in Q4 2014 and has held it in 46 quarters since.
UBS Group's Calix position peaked at $49.6M in Q3 2025.
309 funds tracked by Wall St. Rank held Calix as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.