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 Q3	–	Sell	-30	Closed	-$77	–	2917
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's HLLY Position: Q3 2026 in Review

Essential Partners sold out of Holley (HLLY) in Q3 2026, closing a stake of 30 shares — an estimated $77 sold.

Essential Partners first reported a position in HLLY in Q2 2025 and held it in 5 quarters. The position peaked at $3.38K in Q3 2025. 6 funds tracked by Wall St. Rank hold HLLY as of Q3 2026.

Essential Partners reported no remaining Holley position as of Q3 2026 after selling out during the quarter.
Essential Partners sold 30 Holley shares in Q3 2026, an estimated $77.
Essential Partners first reported a position in Holley in Q2 2025 and held it in 5 quarters.
Essential Partners's Holley position peaked at $3.38K in Q3 2025.
6 funds tracked by Wall St. Rank held Holley as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.