TrueWealth Advisors’s Callaway Golf Company CALY Stock Holding History

TrueWealth Advisors’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	–	Sell	-13,950	Closed	-$163K	–	244
2025 Q4	$163K	Sell	13,950 -5,850	-30%	-$61.7K	0.04%	241
2025 Q3	$188K	Sell	19,800 -3,250	-14%	-$30.2K	0.05%	222
2025 Q2	$186K	Buy	23,050 +2,650	+13%	+$18.2K	0.05%	217
2025 Q1	$134K	Buy	+20,400	New	+$150K	0.04%	208
2022 Q2	–	Sell	-8,325	Closed	-$228K	–	185
2022 Q1	$228K	Hold	8,325	–	–	0.1%	160
2021 Q4	$228K	Sell	8,325 -850	-9%	-$23.6K	0.1%	160
2021 Q3	$254K	Hold	9,175	–	–	0.14%	115
2021 Q2	$309K	Sell	9,175 -525	-5%	-$16.9K	0.18%	98
2021 Q1	$275K	Sell	9,700 -350	-3%	-$9.9K	0.18%	101
2020 Q4	$267K	Buy	+10,050	New	+$205K	0.23%	71

Other funds holding CALY

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 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

TrueWealth Advisors's CALY Position: Q1 2026 in Review

TrueWealth Advisors sold out of Callaway Golf Company (CALY) in Q1 2026, closing a stake of 13,950 shares — an estimated $163K sold.

TrueWealth Advisors first reported a position in CALY in Q4 2020 and held it in 10 quarters. The position peaked at $309K in Q2 2021. 302 funds tracked by Wall St. Rank hold CALY as of Q1 2026.

TrueWealth Advisors reported no remaining Callaway Golf Company position as of Q1 2026 after selling out during the quarter.
TrueWealth Advisors sold 13,950 Callaway Golf Company shares in Q1 2026, an estimated $163K.
TrueWealth Advisors first reported a position in Callaway Golf Company in Q4 2020 and held it in 10 quarters.
TrueWealth Advisors's Callaway Golf Company position peaked at $309K in Q2 2021.
302 funds tracked by Wall St. Rank held Callaway Golf Company as of Q1 2026.

Based on TrueWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.