Carson Wealth (CWM LLC)
HLLY icon

Carson Wealth (CWM LLC)’s Holley HLLY Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$80.3K Buy
26,160
+14,957
+134% +$56.7K ﹤0.01% 3445
2025
Q4 		$46K Buy
11,203
+1,288
+13% +$4.64K ﹤0.01% 3663
2025
Q3 		$31K Buy
9,915
+2,189
+28% +$6.52K ﹤0.01% 3862
2025
Q2 		$15K Buy
7,726
+2,524
+49% +$5.36K ﹤0.01% 4083
2025
Q1 		$13K Sell
5,202
-357
-6% -$1K ﹤0.01% 3960
2024
Q4 		$17K Buy
5,559
+1,730
+45% +$4.85K ﹤0.01% 3540
2024
Q3 		$11K Buy
3,829
+122
+3% +$409 ﹤0.01% 3736
2024
Q2 		$13K Sell
3,707
-7
-0.2% -$27 ﹤0.01% 3385
2024
Q1 		$17K Buy
3,714
+185
+5% +$845 ﹤0.01% 3011
2023
Q4 		$17K Buy
3,529
+767
+28% +$3.39K ﹤0.01% 2871
2023
Q3 		$14K Hold
2,762
– – ﹤0.01% 2917
2023
Q2 		$11K Sell
2,762
-163
-6% -$486 ﹤0.01% 3020
2023
Q1 		$8K Buy
2,925
+570
+24% +$1.46K ﹤0.01% 3078
2022
Q4 		$5K Buy
+2,355
New +$7.41K ﹤0.01% 3178

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
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HLLY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Holley (HLLY) stake by 134% in Q1 2026, buying an estimated $56.7K and bringing the position to 26,160 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3445.

Carson Wealth (CWM LLC) first reported a position in HLLY in Q4 2022 and has held it in 14 quarters since. 140 funds tracked by Wall St. Rank hold HLLY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,160 shares of Holley worth $80.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 14,957 Holley shares in Q1 2026, an estimated $56.7K.
  • Holley made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3445 holding.
  • Carson Wealth (CWM LLC) first reported a position in Holley in Q4 2022 and has held it in 14 quarters since.
  • 140 funds tracked by Wall St. Rank held Holley as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.