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Alliance Wealth Advisors (Utah)’s Holley HLLY Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q3 		– Sell
-18,735
Closed -$37.5K – 291
2025
Q2 		$37.5K Sell
18,735
-1,856
-9% -$3.94K 0.01% 270
2025
Q1 		$52.9K Sell
20,591
-432
-2% -$1.21K 0.01% 255
2024
Q4 		$63.5K Sell
21,023
-941
-4% -$2.64K 0.02% 257
2024
Q3 		$64.8K Sell
21,964
-522
-2% -$1.75K 0.02% 233
2024
Q2 		$80.5K Sell
22,486
-496
-2% -$1.93K 0.02% 225
2024
Q1 		$103K Sell
22,982
-287
-1% -$1.31K 0.03% 229
2023
Q4 		$113K Sell
23,269
-50
-0.2% -$221 0.04% 230
2023
Q3 		$116K Buy
23,319
+196
+0.8% +$1.11K 0.04% 216
2023
Q2 		$94.6K Sell
23,123
-827
-3% -$2.46K 0.04% 220
2023
Q1 		$65.6K Buy
23,950
+1,882
+9% +$4.81K 0.03% 220
2022
Q4 		$46.8K Buy
+22,068
New +$69.5K 0.02% 216

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s HLLY Position: Q3 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Holley (HLLY) in Q3 2025, closing a stake of 18,735 shares — an estimated $37.5K sold.

Alliance Wealth Advisors (Utah) first reported a position in HLLY in Q4 2022 and held it in 11 quarters. The position peaked at $116K in Q3 2023. 132 funds tracked by Wall St. Rank hold HLLY as of Q3 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Holley position as of Q3 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 18,735 Holley shares in Q3 2025, an estimated $37.5K.
  • Alliance Wealth Advisors (Utah) first reported a position in Holley in Q4 2022 and held it in 11 quarters.
  • Alliance Wealth Advisors (Utah)'s Holley position peaked at $116K in Q3 2023.
  • 132 funds tracked by Wall St. Rank held Holley as of Q3 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q3 2025, filed 10 Nov 2025.