WIM
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WealthPlan Investment Management’s Acushnet Holdings GOLF Stock Holding History

WealthPlan Investment Management’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
2026
Q2 		– Sell
-14,793
Closed -$1.38M – 486
2026
Q1 		$1.38M Buy
14,793
+41
+0.3% +$3.9K 0.08% 184
2025
Q4 		$1.18M Sell
14,752
-592
-4% -$48K 0.08% 184
2025
Q3 		$1.2M Buy
15,344
+48
+0.3% +$3.73K 0.08% 169
2025
Q2 		$1.11M Buy
15,296
+49
+0.3% +$3.31K 0.08% 172
2025
Q1 		$1.05M Sell
15,247
-310
-2% -$21K 0.1% 132
2024
Q4 		$1.11M Buy
15,557
+47
+0.3% +$3.19K 0.11% 126
2024
Q3 		$989K Buy
15,510
+4
+0% +$264 0.1% 130
2024
Q2 		$984K Buy
15,506
+3
+0% +$191 0.15% 100
2024
Q1 		$1.02M Buy
15,503
+52
+0.3% +$3.37K 0.16% 96
2023
Q4 		$976K Buy
15,451
+48
+0.3% +$2.7K 0.16% 102
2023
Q3 		$817K Buy
15,403
+975
+7% +$54.8K 0.14% 98
2023
Q2 		$789K Sell
14,428
-916
-6% -$45.3K 0.24% 80
2023
Q1 		$782K Sell
15,344
-215
-1% -$10.4K 0.13% 98
2022
Q4 		$775K Buy
15,559
+84
+0.5% +$3.79K 0.05% 200
2022
Q3 		$739K Buy
+15,475
New +$743K 0.05% 191
2022
Q1 		$625K Buy
+15,350
New +$694K 0.04% 225

Other funds holding GOLF

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPlan Investment Management's GOLF Position: Q2 2026 in Review

WealthPlan Investment Management sold out of Acushnet Holdings (GOLF) in Q2 2026, closing a stake of 14,793 shares — an estimated $1.38M sold.

WealthPlan Investment Management first reported a position in GOLF in Q1 2022 and held it in 16 quarters. The position peaked at $1.38M in Q1 2026. 335 funds tracked by Wall St. Rank hold GOLF as of Q2 2026.

  • WealthPlan Investment Management reported no remaining Acushnet Holdings position as of Q2 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 14,793 Acushnet Holdings shares in Q2 2026, an estimated $1.38M.
  • WealthPlan Investment Management first reported a position in Acushnet Holdings in Q1 2022 and held it in 16 quarters.
  • WealthPlan Investment Management's Acushnet Holdings position peaked at $1.38M in Q1 2026.
  • 335 funds tracked by Wall St. Rank held Acushnet Holdings as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.