Corient Private Wealth
CALY

Corient Private Wealth’s Callaway Golf Company CALY Stock Holding History

Corient Private Wealth’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 		$471K Sell
33,931
-29,509
-47% -$414K ﹤0.01% 2062
2025
Q4 		$740K Buy
63,440
+32,222
+103% +$340K ﹤0.01% 2063
2025
Q3 		$297K Buy
31,218
+5,206
+20% +$48.4K ﹤0.01% 2119
2025
Q2 		$209K Buy
+26,012
New +$179K ﹤0.01% 2213
2024
Q3 		– Sell
-29,217
Closed -$447K – 2522
2024
Q2 		$447K Buy
+29,217
New +$456K ﹤0.01% 1707
2023
Q4 		– Sell
-19,322
Closed -$267K – 2317
2023
Q3 		$267K Buy
19,322
+6,703
+53% +$118K ﹤0.01% 1797
2023
Q2 		$250K Sell
12,619
-884
-7% -$17.7K ﹤0.01% 1781
2023
Q1 		$292K Buy
13,503
+227
+2% +$5.15K ﹤0.01% 1626
2022
Q4 		$262K Buy
+13,276
New +$262K ﹤0.01% 1384

Other funds holding CALY

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

Corient Private Wealth's CALY Position: Q1 2026 in Review

Corient Private Wealth reduced its Callaway Golf Company (CALY) stake by 47% in Q1 2026, selling an estimated $414K and leaving 33,931 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Corient Private Wealth first reported a position in CALY in Q4 2022 and has held it in 9 quarters since. The position peaked at $740K in Q4 2025. 302 funds tracked by Wall St. Rank hold CALY as of Q1 2026.

  • Corient Private Wealth held 33,931 shares of Callaway Golf Company worth $471K as of Q1 2026.
  • Corient Private Wealth sold 29,509 Callaway Golf Company shares in Q1 2026, an estimated $414K.
  • Callaway Golf Company made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2062 holding.
  • Corient Private Wealth first reported a position in Callaway Golf Company in Q4 2022 and has held it in 9 quarters since.
  • Corient Private Wealth's Callaway Golf Company position peaked at $740K in Q4 2025.
  • 302 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.