Envestnet Asset Management
HLLY icon

Envestnet Asset Management’s Holley HLLY Stock Holding History

Envestnet Asset Management’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
2025
Q3 		– Sell
-263,466
Closed -$527K – 4578
2025
Q2 		$527K Sell
263,466
-42,553
-14% -$90.3K ﹤0.01% 3649
2025
Q1 		$786K Buy
306,019
+29,357
+11% +$82.4K ﹤0.01% 3355
2024
Q4 		$836K Sell
276,662
-46,274
-14% -$130K ﹤0.01% 3277
2024
Q3 		$953K Buy
322,936
+1,046
+0.3% +$3.5K ﹤0.01% 3158
2024
Q2 		$1.15M Sell
321,890
-15,173
-5% -$59.2K ﹤0.01% 2938
2024
Q1 		$1.5M Buy
+337,063
New +$1.54M ﹤0.01% 2762

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management's HLLY Position: Q3 2025 in Review

Envestnet Asset Management sold out of Holley (HLLY) in Q3 2025, closing a stake of 263,466 shares — an estimated $527K sold.

Envestnet Asset Management first reported a position in HLLY in Q1 2024 and held it in 6 quarters. The position peaked at $1.5M in Q1 2024. 131 funds tracked by Wall St. Rank hold HLLY as of Q3 2025.

  • Envestnet Asset Management reported no remaining Holley position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 263,466 Holley shares in Q3 2025, an estimated $527K.
  • Envestnet Asset Management first reported a position in Holley in Q1 2024 and held it in 6 quarters.
  • Envestnet Asset Management's Holley position peaked at $1.5M in Q1 2024.
  • 131 funds tracked by Wall St. Rank held Holley as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.