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
Q2 		$55.2K Sell
21,653
-84,398
-80% -$239K ﹤0.01% 4110
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 $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

Creative Planning's HLLY Position: Q2 2026 in Review

Creative Planning reduced its Holley (HLLY) stake by 80% in Q2 2026, selling an estimated $239K and leaving 21,653 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4110.

Creative Planning first reported a position in HLLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $471K in Q4 2025. 133 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Creative Planning held 21,653 shares of Holley worth $55.2K as of Q2 2026.
  • Creative Planning sold 84,398 Holley shares in Q2 2026, an estimated $239K.
  • Holley made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4110 holding.
  • Creative Planning first reported a position in Holley in Q1 2025 and has held it in 5 quarters since.
  • Creative Planning's Holley position peaked at $471K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.