Vise Technologies’s Calix CALX Stock Holding History

Vise Technologies’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	-4,524	Closed	-$239K	–	1862
2026 Q1	$239K	Hold	4,524	–	–	﹤0.01%	1284
2025 Q4	$239K	Buy	4,524 +904	+25%	+$52.7K	﹤0.01%	1294
2025 Q3	$222K	Buy	+3,620	New	+$208K	0.01%	1072

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 $3.38T AUM 44.17% 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

Vise Technologies's CALX Position: Q2 2026 in Review

Vise Technologies sold out of Calix (CALX) in Q2 2026, closing a stake of 4,524 shares — an estimated $239K sold.

Vise Technologies first reported a position in CALX in Q3 2025 and held it in 3 quarters. The position peaked at $239K in Q1 2026. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

Vise Technologies reported no remaining Calix position as of Q2 2026 after selling out during the quarter.
Vise Technologies sold 4,524 Calix shares in Q2 2026, an estimated $239K.
Vise Technologies first reported a position in Calix in Q3 2025 and held it in 3 quarters.
Vise Technologies's Calix position peaked at $239K in Q1 2026.
287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.