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Callan Family Office’s Holley HLLY Stock Holding History

Callan Family Office’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 		– Sell
-10,091
Closed -$31K – 1240
2026
Q1 		$31K Sell
10,091
-505
-5% -$1.91K ﹤0.01% 1120
2025
Q4 		$43.8K Buy
+10,596
New +$38.2K ﹤0.01% 1095

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

Callan Family Office's HLLY Position: Q2 2026 in Review

Callan Family Office sold out of Holley (HLLY) in Q2 2026, closing a stake of 10,091 shares — an estimated $31K sold.

Callan Family Office first reported a position in HLLY in Q4 2025 and held it in 2 quarters. The position peaked at $43.8K in Q4 2025. 133 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Callan Family Office reported no remaining Holley position as of Q2 2026 after selling out during the quarter.
  • Callan Family Office sold 10,091 Holley shares in Q2 2026, an estimated $31K.
  • Callan Family Office first reported a position in Holley in Q4 2025 and held it in 2 quarters.
  • Callan Family Office's Holley position peaked at $43.8K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.