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
Q2 		$2.6M Buy
138,260
+104,329
+307% +$1.64M ﹤0.01% 1227
2026
Q1 		$471K Buy
33,931
+2,211
+7% +$31K ﹤0.01% 2062
2025
Q4 		$370K Buy
31,720
+502
+2% +$5.29K ﹤0.01% 2034
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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Corient Private Wealth's CALY Position: Q2 2026 in Review

Corient Private Wealth increased its Callaway Golf Company (CALY) stake by 307% in Q2 2026, buying an estimated $1.64M and bringing the position to 138,260 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Corient Private Wealth first reported a position in CALY in Q4 2022 and has held it in 10 quarters since. 316 funds tracked by Wall St. Rank hold CALY as of Q2 2026.

  • Corient Private Wealth held 138,260 shares of Callaway Golf Company worth $2.6M as of Q2 2026.
  • Corient Private Wealth bought 104,329 Callaway Golf Company shares in Q2 2026, an estimated $1.64M.
  • Callaway Golf Company made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1227 holding.
  • Corient Private Wealth first reported a position in Callaway Golf Company in Q4 2022 and has held it in 10 quarters since.
  • 316 funds tracked by Wall St. Rank held Callaway Golf Company as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.