Cerity Partners’s Holley HLLY Stock Holding History

Cerity Partners’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	-21,325	Closed	-$65.5K	–	3483
2026 Q1	$65.5K	Buy	21,325 +1,755	+9%	+$6.65K	﹤0.01%	3074
2025 Q4	$80.8K	Buy	19,570 +539	+3%	+$1.94K	﹤0.01%	2775
2025 Q3	$59.8K	Buy	19,031 +6,623	+53%	+$19.7K	﹤0.01%	2677
2025 Q2	$24.8K	Buy	+12,408	New	+$26.3K	﹤0.01%	2602

Other funds holding HLLY

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $665M AUM 95.51% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cerity Partners's HLLY Position: Q2 2026 in Review

Cerity Partners sold out of Holley (HLLY) in Q2 2026, closing a stake of 21,325 shares — an estimated $65.5K sold.

Cerity Partners first reported a position in HLLY in Q2 2025 and held it in 4 quarters. The position peaked at $80.8K in Q4 2025. 118 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

Cerity Partners reported no remaining Holley position as of Q2 2026 after selling out during the quarter.
Cerity Partners sold 21,325 Holley shares in Q2 2026, an estimated $65.5K.
Cerity Partners first reported a position in Holley in Q2 2025 and held it in 4 quarters.
Cerity Partners's Holley position peaked at $80.8K in Q4 2025.
118 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.