Atria Investments’s Callaway Golf Company CALY Stock Holding History

Atria Investments’s Portfolio CALY Stock Details CALY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$248K	Buy	17,882 +294	+2%	+$4.13K	﹤0.01%	1867
2025 Q4	$205K	Buy	17,588 +1,131	+7%	+$11.9K	﹤0.01%	1962
2025 Q3	$156K	Buy	+16,457	New	+$153K	﹤0.01%	1970
2019 Q1	–	Sell	-12,451	Closed	-$191K	–	1002
2018 Q4	$191K	Sell	12,451 -2,316	-16%	-$46.3K	0.01%	822
2018 Q3	$359K	Sell	14,767 -2,733	-16%	-$58.7K	0.01%	706
2018 Q2	$332K	Sell	17,500 -139	-0.8%	-$2.54K	0.01%	709
2018 Q1	$289K	Sell	17,639 -1,843	-9%	-$28.1K	0.01%	695
2017 Q4	$271K	Sell	19,482 -451	-2%	-$6.46K	0.01%	688
2017 Q3	$288K	Buy	19,933 +300	+2%	+$3.97K	0.02%	620
2017 Q2	$251K	Buy	19,633 +283	+1%	+$3.48K	0.02%	624
2017 Q1	$214K	Sell	19,350 -411	-2%	-$4.5K	0.01%	635
2016 Q4	$217K	Buy	19,761 +2,915	+17%	+$33K	0.02%	577
2016 Q3	$196K	Buy	+16,846	New	+$188K	0.02%	516

Other funds holding CALY

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

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

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

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Atria Investments's CALY Position: Q1 2026 in Review

Atria Investments increased its Callaway Golf Company (CALY) stake by 1.7% in Q1 2026, buying an estimated $4.13K and bringing the position to 17,882 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Atria Investments first reported a position in CALY in Q3 2016 and has held it in 13 quarters since. The position peaked at $359K in Q3 2018. 302 funds tracked by Wall St. Rank hold CALY as of Q1 2026.

Atria Investments held 17,882 shares of Callaway Golf Company worth $248K as of Q1 2026.
Atria Investments bought 294 Callaway Golf Company shares in Q1 2026, an estimated $4.13K.
Callaway Golf Company made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1867 holding.
Atria Investments first reported a position in Callaway Golf Company in Q3 2016 and has held it in 13 quarters since.
Atria Investments's Callaway Golf Company position peaked at $359K in Q3 2018.
302 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.