BWA
HLLY icon

Basecamp Wealth Advisors’s Holley HLLY Stock Holding History

Basecamp Wealth Advisors’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 		$319 Sell
125
-125
-50% -$355 ﹤0.01% 1697
2026
Q1 		$768 Buy
+250
New +$947 ﹤0.01% 1619

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

Basecamp Wealth Advisors's HLLY Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Holley (HLLY) stake by 50% in Q2 2026, selling an estimated $355 and leaving 125 shares worth $319. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Basecamp Wealth Advisors first reported a position in HLLY in Q1 2026 and has held it in 2 quarters since. The position peaked at $768 in Q1 2026. 133 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Basecamp Wealth Advisors held 125 shares of Holley worth $319 as of Q2 2026.
  • Basecamp Wealth Advisors sold 125 Holley shares in Q2 2026, an estimated $355.
  • Holley made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1697 holding.
  • Basecamp Wealth Advisors first reported a position in Holley in Q1 2026 and has held it in 2 quarters since.
  • Basecamp Wealth Advisors's Holley position peaked at $768 in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.