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Bell Investment Advisors’s Holley HLLY Stock Holding History

Bell Investment 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
2025
Q4 		– Sell
-136
Closed -$428 – 1859
2025
Q3 		$428 Buy
+136
New +$405 ﹤0.01% 1806
2025
Q2 		– Sell
-202
Closed -$520 – 1926
2025
Q1 		$520 Buy
+202
New +$567 ﹤0.01% 1738

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bell Investment Advisors's HLLY Position: Q4 2025 in Review

Bell Investment Advisors sold out of Holley (HLLY) in Q4 2025, closing a stake of 136 shares — an estimated $428 sold.

Bell Investment Advisors first reported a position in HLLY in Q1 2025 and held it in 2 quarters. The position peaked at $520 in Q1 2025. 140 funds tracked by Wall St. Rank hold HLLY as of Q4 2025.

  • Bell Investment Advisors reported no remaining Holley position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 136 Holley shares in Q4 2025, an estimated $428.
  • Bell Investment Advisors first reported a position in Holley in Q1 2025 and held it in 2 quarters.
  • Bell Investment Advisors's Holley position peaked at $520 in Q1 2025.
  • 140 funds tracked by Wall St. Rank held Holley as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.