WA
CALY

Wealth Alliance’s Callaway Golf Company CALY Stock Holding History

Wealth Alliance’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
-11,246
Closed -$107K – 581
2025
Q3 		$107K Hold
11,246
– – 0.01% 542
2025
Q2 		$90.5K Hold
11,246
– – 0.01% 534
2025
Q1 		$74.1K Hold
11,246
– – 0.01% 508
2024
Q4 		$88.4K Hold
11,246
– – 0.01% 488
2024
Q3 		$123K Hold
11,246
– – 0.01% 511
2024
Q2 		$172K Sell
11,246
-2,000
-15% -$31.2K 0.02% 494
2024
Q1 		$214K Hold
13,246
– – 0.03% 475
2023
Q4 		$190K Hold
13,246
– – 0.03% 492
2023
Q3 		$183K Hold
13,246
– – 0.03% 466
2023
Q2 		$263K Buy
+13,246
New +$265K 0.04% 419

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

Wealth Alliance's CALY Position: Q4 2025 in Review

Wealth Alliance sold out of Callaway Golf Company (CALY) in Q4 2025, closing a stake of 11,246 shares — an estimated $107K sold.

Wealth Alliance first reported a position in CALY in Q2 2023 and held it in 10 quarters. The position peaked at $263K in Q2 2023. 292 funds tracked by Wall St. Rank hold CALY as of Q4 2025.

  • Wealth Alliance reported no remaining Callaway Golf Company position as of Q4 2025 after selling out during the quarter.
  • Wealth Alliance sold 11,246 Callaway Golf Company shares in Q4 2025, an estimated $107K.
  • Wealth Alliance first reported a position in Callaway Golf Company in Q2 2023 and held it in 10 quarters.
  • Wealth Alliance's Callaway Golf Company position peaked at $263K in Q2 2023.
  • 292 funds tracked by Wall St. Rank held Callaway Golf Company as of Q4 2025.

Based on Wealth Alliance's 13F filing for Q4 2025, filed 13 Feb 2026.