CT
CALY

Clearstead Trust’s Callaway Golf Company CALY Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-56
Closed -$532 – 1331
2025
Q3 		$532 Hold
56
– – ﹤0.01% 1362
2025
Q2 		$451 Buy
+56
New +$385 ﹤0.01% 1348

Other funds holding CALY

PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Clearstead Trust's CALY Position: Q4 2025 in Review

Clearstead Trust sold out of Callaway Golf Company (CALY) in Q4 2025, closing a stake of 56 shares — an estimated $532 sold.

Clearstead Trust first reported a position in CALY in Q2 2025 and held it in 2 quarters. The position peaked at $532 in Q3 2025. 292 funds tracked by Wall St. Rank hold CALY as of Q4 2025.

  • Clearstead Trust reported no remaining Callaway Golf Company position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 56 Callaway Golf Company shares in Q4 2025, an estimated $532.
  • Clearstead Trust first reported a position in Callaway Golf Company in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Callaway Golf Company position peaked at $532 in Q3 2025.
  • 292 funds tracked by Wall St. Rank held Callaway Golf Company as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.