Creative Planning
HLLY icon

Creative Planning’s Holley HLLY Stock Holding History

Creative Planning’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 		$326K Sell
106,051
-8,105
-7% -$30.7K ﹤0.01% 3361
2025
Q4 		$471K Buy
114,156
+99,279
+667% +$358K ﹤0.01% 2893
2025
Q3 		$46.7K Buy
+14,877
New +$44.3K ﹤0.01% 3762
2025
Q2 		– Sell
-21,240
Closed -$54.6K – 3737
2025
Q1 		$54.6K Buy
+21,240
New +$59.6K ﹤0.01% 3340

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 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 $33.1B AUM 11.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Creative Planning's HLLY Position: Q1 2026 in Review

Creative Planning reduced its Holley (HLLY) stake by 7.1% in Q1 2026, selling an estimated $30.7K and leaving 106,051 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #3361.

Creative Planning first reported a position in HLLY in Q1 2025 and has held it in 4 quarters since. The position peaked at $471K in Q4 2025. 140 funds tracked by Wall St. Rank hold HLLY as of Q1 2026.

  • Creative Planning held 106,051 shares of Holley worth $326K as of Q1 2026.
  • Creative Planning sold 8,105 Holley shares in Q1 2026, an estimated $30.7K.
  • Holley made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3361 holding.
  • Creative Planning first reported a position in Holley in Q1 2025 and has held it in 4 quarters since.
  • Creative Planning's Holley position peaked at $471K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Holley as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.