Atria Investments’s Holley HLLY Stock Holding History

Atria Investments’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	-16,491	Closed	-$33K	–	2082
2025 Q2	$33K	Sell	16,491 -1,456	-8%	-$3.09K	﹤0.01%	1978
2025 Q1	$46.1K	Buy	17,947 +896	+5%	+$2.51K	﹤0.01%	1884
2024 Q4	$51.5K	Sell	17,051 -8,717	-34%	-$24.4K	﹤0.01%	1841
2024 Q3	$76K	Sell	25,768 -13,880	-35%	-$46.5K	﹤0.01%	1880
2024 Q2	$142K	Buy	+39,648	New	+$155K	﹤0.01%	1855

Other funds holding HLLY

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Investments's HLLY Position: Q3 2025 in Review

Atria Investments sold out of Holley (HLLY) in Q3 2025, closing a stake of 16,491 shares — an estimated $33K sold.

Atria Investments first reported a position in HLLY in Q2 2024 and held it in 5 quarters. The position peaked at $142K in Q2 2024. 132 funds tracked by Wall St. Rank hold HLLY as of Q3 2025.

Atria Investments reported no remaining Holley position as of Q3 2025 after selling out during the quarter.
Atria Investments sold 16,491 Holley shares in Q3 2025, an estimated $33K.
Atria Investments first reported a position in Holley in Q2 2024 and held it in 5 quarters.
Atria Investments's Holley position peaked at $142K in Q2 2024.
132 funds tracked by Wall St. Rank held Holley as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.