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Advisory Research’s Holley HLLY Stock Holding History

Advisory Research’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$805K Sell
315,821
-10,740
-3% -$30.5K 0.08% 117
2026
Q1 		$1M Sell
326,561
-1,604,195
-83% -$6.08M 0.12% 113
2025
Q4 		$7.97M Sell
1,930,756
-319,244
-14% -$1.15M 1% 28
2025
Q3 		$7.07M Buy
+2,250,000
New +$6.7M 0.93% 31
2024
Q1 		– Sell
-295,753
Closed -$1.44M – 232
2023
Q4 		$1.44M Sell
295,753
-40,808
-12% -$180K 0.22% 122
2023
Q3 		$1.68M Buy
336,561
+15,772
+5% +$89.3K 0.23% 127
2023
Q2 		$1.31M Buy
320,789
+206,549
+181% +$616K 0.17% 167
2023
Q1 		$313K Sell
114,240
-195,760
-63% -$500K 0.05% 284
2022
Q4 		$657K Sell
310,000
-190,940
-38% -$601K 0.06% 217
2022
Q3 		$2.03M Sell
500,940
-239,034
-32% -$1.79M 0.2% 86
2022
Q2 		$7.77M Buy
739,974
+60,660
+9% +$661K 0.76% 30
2022
Q1 		$9.45M Buy
679,314
+241,349
+55% +$3.1M 0.76% 30
2021
Q4 		$5.69M Sell
437,965
-812,668
-65% -$9.83M 0.45% 53
2021
Q3 		$14.9M Buy
1,250,633
+466,768
+60% +$5.24M 0.96% 30
2021
Q2 		$7.85M Buy
+783,865
New +$7.86M 0.52% 66

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Advisory Research's HLLY Position: Q2 2026 in Review

Advisory Research reduced its Holley (HLLY) stake by 3.3% in Q2 2026, selling an estimated $30.5K and leaving 315,821 shares worth $805K. The position accounts for 0.08% of the portfolio, ranked #117.

Advisory Research first reported a position in HLLY in Q2 2021 and has held it in 15 quarters since. The position peaked at $14.9M in Q3 2021. 133 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Advisory Research held 315,821 shares of Holley worth $805K as of Q2 2026.
  • Advisory Research sold 10,740 Holley shares in Q2 2026, an estimated $30.5K.
  • Holley made up 0.08% of Advisory Research's portfolio in Q2 2026, its #117 holding.
  • Advisory Research first reported a position in Holley in Q2 2021 and has held it in 15 quarters since.
  • Advisory Research's Holley position peaked at $14.9M in Q3 2021.
  • 133 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.