SWP
CALY

Strategic Wealth Partners’s Callaway Golf Company CALY Stock Holding History

Strategic Wealth Partners’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
-368
Closed -$3.5K – 1530
2025
Q3 		$3.5K Hold
368
– – ﹤0.01% 1097
2025
Q2 		$2.96K Buy
+368
New +$2.53K ﹤0.01% 976
2023
Q4 		– Sell
-39,947
Closed -$553K – 290
2023
Q3 		$553K Buy
39,947
+15,991
+67% +$281K 0.07% 196
2023
Q2 		$476K Buy
+23,956
New +$479K 0.06% 210

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

Strategic Wealth Partners's CALY Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Callaway Golf Company (CALY) in Q4 2025, closing a stake of 368 shares — an estimated $3.5K sold.

Strategic Wealth Partners first reported a position in CALY in Q2 2023 and held it in 4 quarters. The position peaked at $553K in Q3 2023. 292 funds tracked by Wall St. Rank hold CALY as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Callaway Golf Company position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 368 Callaway Golf Company shares in Q4 2025, an estimated $3.5K.
  • Strategic Wealth Partners first reported a position in Callaway Golf Company in Q2 2023 and held it in 4 quarters.
  • Strategic Wealth Partners's Callaway Golf Company position peaked at $553K in Q3 2023.
  • 292 funds tracked by Wall St. Rank held Callaway Golf Company as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.