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Essential Partners’s Holley HLLY Stock Holding History

Essential Partners’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 		$77 Sell
30
-501
-94% -$1.42K ﹤0.01% 2767
2026
Q1 		$1.63K Buy
531
+296
+126% +$1.12K ﹤0.01% 2082
2025
Q4 		$971 Sell
235
-841
-78% -$3.03K ﹤0.01% 2037
2025
Q3 		$3.38K Buy
1,076
+1,019
+1,788% +$3.04K ﹤0.01% 1584
2025
Q2 		$114 Buy
+57
New +$121 ﹤0.01% 2048

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

Essential Partners's HLLY Position: Q2 2026 in Review

Essential Partners reduced its Holley (HLLY) stake by 94% in Q2 2026, selling an estimated $1.42K and leaving 30 shares worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Essential Partners first reported a position in HLLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.38K in Q3 2025. 133 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Essential Partners held 30 shares of Holley worth $77 as of Q2 2026.
  • Essential Partners sold 501 Holley shares in Q2 2026, an estimated $1.42K.
  • Holley made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2767 holding.
  • Essential Partners first reported a position in Holley in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Holley position peaked at $3.38K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.