WANY
CALX icon

Wealthspire Advisors (New York)’s Calix CALX Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-207
Closed -$12.7K – 1310
2025
Q3 		$12.7K Buy
+207
New +$11.9K ﹤0.01% 1897

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wealthspire Advisors (New York)'s CALX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Calix (CALX) in Q4 2025, closing a stake of 207 shares — an estimated $12.7K sold.

Wealthspire Advisors (New York) first reported a position in CALX in Q3 2025 and held it in 1 quarter. The position peaked at $12.7K in Q3 2025. 331 funds tracked by Wall St. Rank hold CALX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Calix position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 207 Calix shares in Q4 2025, an estimated $12.7K.
  • Wealthspire Advisors (New York) first reported a position in Calix in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Calix position peaked at $12.7K in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Calix as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.