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Diversified Trust’s Holley HLLY Stock Holding History

Diversified Trust’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 		$98.3K Buy
+38,530
New +$109K ﹤0.01% 1076

Other funds holding HLLY

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Diversified Trust's HLLY Position: Q2 2026 in Review

Diversified Trust opened a new position in Holley (HLLY) in Q2 2026: 38,530 shares worth $98.3K. The stake represents ﹤0.01% of the portfolio and ranks #1076 among its holdings.

10 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Diversified Trust held 38,530 shares of Holley worth $98.3K as of Q2 2026.
  • Holley was a new Diversified Trust position in Q2 2026.
  • Holley made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1076 holding.
  • 10 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.