Focus Partners Wealth
HLLY icon

Focus Partners Wealth’s Holley HLLY Stock Holding History

Focus Partners Wealth’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 		$76K Sell
29,823
-3,954
-12% -$11.2K ﹤0.01% 2651
2026
Q1 		$104K Buy
33,777
+5,524
+20% +$20.9K ﹤0.01% 2507
2025
Q4 		$117K Buy
+28,253
New +$102K ﹤0.01% 2533

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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
Hillsdale Investment Management
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Focus Partners Wealth's HLLY Position: Q2 2026 in Review

Focus Partners Wealth reduced its Holley (HLLY) stake by 12% in Q2 2026, selling an estimated $11.2K and leaving 29,823 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

Focus Partners Wealth first reported a position in HLLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $117K in Q4 2025. 132 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Focus Partners Wealth held 29,823 shares of Holley worth $76K as of Q2 2026.
  • Focus Partners Wealth sold 3,954 Holley shares in Q2 2026, an estimated $11.2K.
  • Holley made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2651 holding.
  • Focus Partners Wealth first reported a position in Holley in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Holley position peaked at $117K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.