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Clearstead Advisors’s Holley HLLY Stock Holding History

Clearstead 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 		$14 Buy
+5
New +$14 ﹤0.01% 3605
2025
Q4 		– Sell
-221
Closed -$694 – 2962
2025
Q3 		$694 Sell
221
-156
-41% -$465 ﹤0.01% 2683
2025
Q2 		$754 Buy
+377
New +$800 ﹤0.01% 2459

Other funds holding HLLY

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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Clearstead Advisors's HLLY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Holley (HLLY) in Q2 2026: 5 shares worth $14. The stake represents ﹤0.01% of the portfolio and ranks #3605 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HLLY as recently as Q3 2025.

Clearstead Advisors first reported a position in HLLY in Q2 2025 and has held it in 3 quarters since. The position peaked at $754 in Q2 2025. 43 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Clearstead Advisors held 5 shares of Holley worth $14 as of Q2 2026.
  • Holley was a new Clearstead Advisors position in Q2 2026.
  • Holley made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3605 holding.
  • Clearstead Advisors first reported a position in Holley in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Holley position peaked at $754 in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.