Focus Partners Wealth
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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
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 $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Focus Partners Wealth's HLLY Position: Q1 2026 in Review

Focus Partners Wealth increased its Holley (HLLY) stake by 20% in Q1 2026, buying an estimated $20.9K and bringing the position to 33,777 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

Focus Partners Wealth first reported a position in HLLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $117K in Q4 2025. 140 funds tracked by Wall St. Rank hold HLLY as of Q1 2026.

  • Focus Partners Wealth held 33,777 shares of Holley worth $104K as of Q1 2026.
  • Focus Partners Wealth bought 5,524 Holley shares in Q1 2026, an estimated $20.9K.
  • Holley made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2507 holding.
  • Focus Partners Wealth first reported a position in Holley in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's Holley position peaked at $117K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Holley as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.