Wellington Management Group’s Calix CALX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.2M | Sell |
534,517
-105,212
| -16% | -$5.52M | ﹤0.01% | 917 |
|
|
2025
Q4 | $33.9M | Sell |
639,729
-19,734
| -3% | -$1.15M | 0.01% | 849 |
|
|
2025
Q3 | $40.5M | Buy |
659,463
+139,672
| +27% | +$8.04M | 0.01% | 798 |
|
|
2025
Q2 | $27.6M | Buy |
519,791
+319,250
| +159% | +$13.7M | 0.01% | 862 |
|
|
2025
Q1 | $7.11M | Sell |
200,541
-1,733
| -0.9% | -$64.3K | ﹤0.01% | 1285 |
|
|
2024
Q4 | $7.05M | Buy |
202,274
+1,135
| +0.6% | +$40K | ﹤0.01% | 1276 |
|
|
2024
Q3 | $7.8M | Buy |
201,139
+2,231
| +1% | +$82K | ﹤0.01% | 1233 |
|
|
2024
Q2 | $7.05M | Sell |
198,908
-3,370
| -2% | -$108K | ﹤0.01% | 1244 |
|
|
2024
Q1 | $6.71M | Sell |
202,278
-1,553,219
| -88% | -$57.9M | ﹤0.01% | 1256 |
|
|
2023
Q4 | $76.7M | Buy |
1,755,497
+166,695
| +10% | +$6.67M | 0.01% | 615 |
|
|
2023
Q3 | $72.8M | Buy |
1,588,802
+313,380
| +25% | +$14.2M | 0.01% | 609 |
|
|
2023
Q2 | $63.7M | Buy |
1,275,422
+147,409
| +13% | +$7.11M | 0.01% | 657 |
|
|
2023
Q1 | $60.5M | Sell |
1,128,013
-63,057
| -5% | -$3.44M | 0.01% | 645 |
|
|
2022
Q4 | $81.5M | Sell |
1,191,070
-573,302
| -32% | -$38.5M | 0.02% | 570 |
|
|
2022
Q3 | $108M | Sell |
1,764,372
-659,086
| -27% | -$35.2M | 0.02% | 501 |
|
|
2022
Q2 | $82.7M | Buy |
2,423,458
+858,546
| +55% | +$31.9M | 0.02% | 577 |
|
|
2022
Q1 | $67.2M | Buy |
1,564,912
+67,005
| +4% | +$3.39M | 0.01% | 674 |
|
|
2021
Q4 | $120M | Sell |
1,497,907
-274,055
| -15% | -$17.9M | 0.02% | 584 |
|
|
2021
Q3 | $87.6M | Buy |
1,771,962
+228,613
| +15% | +$10.5M | 0.01% | 657 |
|
|
2021
Q2 | $73.3M | Buy |
1,543,349
+489,646
| +46% | +$21.5M | 0.01% | 712 |
|
|
2021
Q1 | $36.5M | Buy |
1,053,703
+1,043,358
| +10,086% | +$38.6M | 0.01% | 902 |
|
|
2020
Q4 | $308K | Buy |
+10,345
| New | +$255K | ﹤0.01% | 1815 |
|
|
2020
Q3 | – | Sell |
-1,807,665
| Closed | -$26.9M | – | 1890 |
|
|
2020
Q2 | $26.9M | Sell |
1,807,665
-1,115,002
| -38% | -$12.8M | 0.01% | 857 |
|
|
2020
Q1 | $20.7M | Buy |
2,922,667
+257,883
| +10% | +$2.17M | 0.01% | 867 |
|
|
2019
Q4 | $21.3M | Buy |
2,664,784
+1,663,366
| +166% | +$12.4M | ﹤0.01% | 966 |
|
|
2019
Q3 | $6.4M | Buy |
1,001,418
+893,344
| +827% | +$5.63M | ﹤0.01% | 1279 |
|
|
2019
Q2 | $709K | Buy |
108,074
+24,212
| +29% | +$163K | ﹤0.01% | 1842 |
|
|
2019
Q1 | $646K | Buy |
83,862
+27,889
| +50% | +$246K | ﹤0.01% | 1857 |
|
|
2018
Q4 | $546K | Sell |
55,973
-17,610
| -24% | -$153K | ﹤0.01% | 1892 |
|
|
2018
Q3 | $596K | Buy |
+73,583
| New | +$562K | ﹤0.01% | 1991 |
|
|
2015
Q1 | – | Sell |
-356,199
| Closed | -$3.57M | – | 2175 |
|
|
2014
Q4 | $3.57M | Buy |
356,199
+2,453
| +0.7% | +$24.4K | ﹤0.01% | 1542 |
|
|
2014
Q3 | $3.38M | Buy |
353,746
+79,886
| +29% | +$742K | ﹤0.01% | 1550 |
|
|
2014
Q2 | $2.24M | Buy |
+273,860
| New | +$2.24M | ﹤0.01% | 1656 |
|
|
2014
Q1 | – | Sell |
-5,643,838
| Closed | -$54.4M | – | 2148 |
|
|
2013
Q4 | $54.4M | Buy |
5,643,838
+1,869,894
| +50% | +$20M | 0.02% | 715 |
|
|
2013
Q3 | $48M | Buy |
3,773,944
+133,440
| +4% | +$1.63M | 0.02% | 717 |
|
|
2013
Q2 | $36.8M | Buy |
+3,640,504
| New | +$33.9M | 0.01% | 790 |
|
Other funds holding CALX
VPM
VCM
CAM
