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Montag & Associates’s Acushnet Holdings GOLF Stock Holding History

Montag & Associates’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
Q4 		– Sell
-12
Closed -$942 – 1045
2025
Q3 		$942 Buy
+12
New +$932 ﹤0.01% 1025

Other funds holding GOLF

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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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Montag & Associates's GOLF Position: Q4 2025 in Review

Montag & Associates sold out of Acushnet Holdings (GOLF) in Q4 2025, closing a stake of 12 shares — an estimated $942 sold.

Montag & Associates first reported a position in GOLF in Q3 2025 and held it in 1 quarter. The position peaked at $942 in Q3 2025. 323 funds tracked by Wall St. Rank hold GOLF as of Q4 2025.

  • Montag & Associates reported no remaining Acushnet Holdings position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 12 Acushnet Holdings shares in Q4 2025, an estimated $942.
  • Montag & Associates first reported a position in Acushnet Holdings in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Acushnet Holdings position peaked at $942 in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Acushnet Holdings as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.