Ameriprise
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Ameriprise’s Holley HLLY Stock Holding History

Ameriprise’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 		$164K Sell
64,252
-13
-0% -$37 ﹤0.01% 3984
2026
Q1 		$197K Sell
64,265
-12,827
-17% -$48.6K ﹤0.01% 3891
2025
Q4 		$318K Buy
+77,092
New +$278K ﹤0.01% 3783
2023
Q3 		– Sell
-39,623
Closed -$162K – 3915
2023
Q2 		$162K Buy
39,623
+815
+2% +$2.43K ﹤0.01% 3757
2023
Q1 		$106K Sell
38,808
-782
-2% -$2K ﹤0.01% 3821
2022
Q4 		$84K Buy
+39,590
New +$125K ﹤0.01% 3827

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

Ameriprise's HLLY Position: Q2 2026 in Review

Ameriprise reduced its Holley (HLLY) stake by 0.02% in Q2 2026, selling an estimated $37 and leaving 64,252 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #3984.

Ameriprise first reported a position in HLLY in Q4 2022 and has held it in 6 quarters since. The position peaked at $318K in Q4 2025. 133 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Ameriprise held 64,252 shares of Holley worth $164K as of Q2 2026.
  • Ameriprise sold 13 Holley shares in Q2 2026, an estimated $37.
  • Holley made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3984 holding.
  • Ameriprise first reported a position in Holley in Q4 2022 and has held it in 6 quarters since.
  • Ameriprise's Holley position peaked at $318K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.