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EverSource Wealth Advisors’s Holley HLLY Stock Holding History

EverSource Wealth Advisors’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 		$1.06K Sell
415
-247
-37% -$701 ﹤0.01% 3941
2026
Q1 		$2.03K Sell
662
-80
-11% -$303 ﹤0.01% 3638
2025
Q4 		$3.06K Sell
742
-234
-24% -$843 ﹤0.01% 3330
2025
Q3 		$3.06K Sell
976
-187
-16% -$557 ﹤0.01% 3362
2025
Q2 		$2.33K Sell
1,163
-1,840
-61% -$3.9K ﹤0.01% 3454
2025
Q1 		$7.72K Buy
3,003
+63
+2% +$177 ﹤0.01% 2264
2024
Q4 		$8.88K Hold
2,940
– – ﹤0.01% 2062
2024
Q3 		$8.67K Hold
2,940
– – ﹤0.01% 1948
2024
Q2 		$11.6K Hold
2,940
– – ﹤0.01% 1771
2024
Q1 		$11.8K Hold
2,940
– – ﹤0.01% 1600
2023
Q4 		$14.3K Hold
2,940
– – ﹤0.01% 1403
2023
Q3 		$14.7K Hold
2,940
– – ﹤0.01% 1249
2023
Q2 		$12K Hold
2,940
– – ﹤0.01% 1363
2023
Q1 		$8.06K Sell
2,940
-2,309
-44% -$5.9K ﹤0.01% 1453
2022
Q4 		$11.1K Buy
+5,249
New +$16.5K ﹤0.01% 1292

Other funds holding HLLY

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EverSource Wealth Advisors's HLLY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Holley (HLLY) stake by 37% in Q2 2026, selling an estimated $701 and leaving 415 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #3941.

EverSource Wealth Advisors first reported a position in HLLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.7K in Q3 2023. 25 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • EverSource Wealth Advisors held 415 shares of Holley worth $1.06K as of Q2 2026.
  • EverSource Wealth Advisors sold 247 Holley shares in Q2 2026, an estimated $701.
  • Holley made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3941 holding.
  • EverSource Wealth Advisors first reported a position in Holley in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Holley position peaked at $14.7K in Q3 2023.
  • 25 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.