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Avion Wealth’s Holley HLLY Stock Holding History

Avion Wealth’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 		$0 Hold
251
– – ﹤0.01% 1551
2026
Q1 		$0 Hold
251
– – ﹤0.01% 1399
2025
Q4 		$1K Hold
251
– – ﹤0.01% 1040
2025
Q3 		$0 Buy
+251
New +$748 ﹤0.01% 1347

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

Avion Wealth's HLLY Position: Q2 2026 in Review

Avion Wealth held its Holley (HLLY) position steady in Q2 2026 at 251 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Avion Wealth first reported a position in HLLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1K in Q4 2025. 133 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Avion Wealth held 251 shares of Holley worth $0 as of Q2 2026.
  • Avion Wealth left its Holley share count unchanged in Q2 2026.
  • Holley made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1551 holding.
  • Avion Wealth first reported a position in Holley in Q3 2025 and has held it in 4 quarters since.
  • Avion Wealth's Holley position peaked at $1K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.