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Berry Wealth Group’s Acushnet Holdings GOLF Stock Holding History

Berry Wealth Group’s Portfolio GOLF Stock Details GOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,096
Closed -$225K – 61
2025
Q2 		$225K Buy
3,096
+21
+0.7% +$1.42K 0.16% 93
2025
Q1 		$211K Buy
3,075
+229
+8% +$15.5K 0.17% 92
2024
Q4 		$202K Buy
+2,846
New +$193K 0.15% 95

Other funds holding GOLF

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Berry Wealth Group's GOLF Position: Q3 2025 in Review

Berry Wealth Group sold out of Acushnet Holdings (GOLF) in Q3 2025, closing a stake of 3,096 shares — an estimated $225K sold.

Berry Wealth Group first reported a position in GOLF in Q4 2024 and held it in 3 quarters. The position peaked at $225K in Q2 2025. 311 funds tracked by Wall St. Rank hold GOLF as of Q3 2025.

  • Berry Wealth Group reported no remaining Acushnet Holdings position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 3,096 Acushnet Holdings shares in Q3 2025, an estimated $225K.
  • Berry Wealth Group first reported a position in Acushnet Holdings in Q4 2024 and held it in 3 quarters.
  • Berry Wealth Group's Acushnet Holdings position peaked at $225K in Q2 2025.
  • 311 funds tracked by Wall St. Rank held Acushnet Holdings as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.