Wealthspire Advisors (New York)’s Cal-Maine CALM Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CALM Stock Details CALM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Sell	2,985 -347	-10%	-$26.8K	﹤0.01%	1094
2026 Q1	$264K	Sell	3,332 -1,169	-26%	-$96K	﹤0.01%	764
2025 Q4	$358K	Sell	4,501 -1,229	-21%	-$108K	﹤0.01%	728
2025 Q3	$539K	Sell	5,730 -125	-2%	-$13.3K	﹤0.01%	514
2025 Q2	$583K	Buy	5,855 +6	+0.1%	+$573	﹤0.01%	501
2025 Q1	$532K	Sell	5,849 -1,311	-18%	-$129K	﹤0.01%	498
2024 Q4	$737K	Sell	7,160 -55	-0.8%	-$5.19K	0.01%	424
2024 Q3	$540K	Sell	7,215 -30	-0.4%	-$2.08K	0.01%	479
2024 Q2	$443K	Sell	7,245 -2,209	-23%	-$131K	0.01%	454
2024 Q1	$556K	Sell	9,454 -94	-1%	-$5.35K	0.01%	407
2023 Q4	$548K	Sell	9,548 -150	-2%	-$7.41K	0.01%	405
2023 Q3	$470K	Buy	+9,698	New	+$451K	0.01%	405

Other funds holding CALM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wealthspire Advisors (New York)'s CALM Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Cal-Maine (CALM) stake by 10% in Q2 2026, selling an estimated $26.8K and leaving 2,985 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Wealthspire Advisors (New York) first reported a position in CALM in Q3 2023 and has held it in 12 quarters since. The position peaked at $737K in Q4 2024. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

Wealthspire Advisors (New York) held 2,985 shares of Cal-Maine worth $240K as of Q2 2026.
Wealthspire Advisors (New York) sold 347 Cal-Maine shares in Q2 2026, an estimated $26.8K.
Cal-Maine made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1094 holding.
Wealthspire Advisors (New York) first reported a position in Cal-Maine in Q3 2023 and has held it in 12 quarters since.
Wealthspire Advisors (New York)'s Cal-Maine position peaked at $737K in Q4 2024.
456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.