Robertson Stephens Wealth Management’s Callaway Golf Company CALY Stock Holding History

Robertson Stephens Wealth Management’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 Q3	$1.17M	Sell	83,378 -1	-0%	-$17	0.03%	290
2026 Q2	$1.57M	Hold	83,379	–	–	0.04%	243
2026 Q1	$1.16M	Hold	83,379	–	–	0.03%	277
2025 Q4	$973K	Hold	83,379	–	–	0.03%	312
2025 Q3	$792K	Hold	83,379	–	–	0.02%	280
2025 Q2	$671K	Hold	83,379	–	–	0.02%	323
2025 Q1	$549K	Hold	83,379	–	–	0.02%	356
2024 Q4	$655K	Hold	83,379	–	–	0.02%	320
2024 Q3	$916K	Hold	83,379	–	–	0.03%	295
2024 Q2	$1.28M	Hold	83,379	–	–	0.06%	191
2024 Q1	$1.35M	Buy	83,379 +1	+0%	+$14	0.07%	195
2023 Q4	$1.2M	Hold	83,378	–	–	0.07%	202
2023 Q3	$1.15M	Hold	83,378	–	–	0.08%	194
2023 Q2	$1.66M	Hold	83,378	–	–	0.12%	148
2023 Q1	$1.8M	Buy	83,378 +14,073	+20%	+$319K	0.14%	135
2022 Q4	$1.37M	Hold	69,305	–	–	0.13%	145
2022 Q3	$1.33M	Hold	69,305	–	–	0.14%	123
2022 Q2	$1.41M	Hold	69,305	–	–	0.13%	128
2022 Q1	$1.62M	Buy	69,305 +14,120	+26%	+$342K	0.14%	135
2021 Q4	$1.51M	Hold	55,185	–	–	0.13%	138
2021 Q3	$1.52M	Buy	55,185 +49,185	+820%	+$1.5M	0.17%	84
2021 Q2	$202K	Buy	+6,000	New	+$193K	0.02%	319

Other funds holding CALY

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Shapiro Capital Management Atlanta, Georgia $1.46B AUM 11.55% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Robertson Stephens Wealth Management's CALY Position: Q3 2026 in Review

Robertson Stephens Wealth Management reduced its Callaway Golf Company (CALY) stake by 0% in Q3 2026, selling an estimated $17 and leaving 83,378 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #290.

Robertson Stephens Wealth Management first reported a position in CALY in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.8M in Q1 2023. 215 funds tracked by Wall St. Rank hold CALY as of Q3 2026.

Robertson Stephens Wealth Management held 83,378 shares of Callaway Golf Company worth $1.17M as of Q3 2026.
Robertson Stephens Wealth Management sold 1 Callaway Golf Company share in Q3 2026, an estimated $17.
Callaway Golf Company made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #290 holding.
Robertson Stephens Wealth Management first reported a position in Callaway Golf Company in Q2 2021 and has held it in 22 quarters since.
Robertson Stephens Wealth Management's Callaway Golf Company position peaked at $1.8M in Q1 2023.
215 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.