Fortitude Family Office’s Holley HLLY Stock Holding History

Fortitude Family Office’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	$1.99K	Hold	844	–	–	﹤0.01%	2028
2026 Q2	$2.15K	Hold	844	–	–	﹤0.01%	1461
2026 Q1	$2.59K	Hold	844	–	–	﹤0.01%	1192
2025 Q4	$3.49K	Hold	844	–	–	﹤0.01%	954
2025 Q3	$2.65K	Buy	+844	New	+$2.52K	﹤0.01%	1094
2024 Q3	–	Sell	-316	Closed	-$1.13K	–	1236
2024 Q2	$1.13K	Buy	+316	New	+$1.23K	﹤0.01%	872

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

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

FFA

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

Fortitude Family Office's HLLY Position: Q3 2026 in Review

Fortitude Family Office held its Holley (HLLY) position steady in Q3 2026 at 844 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Fortitude Family Office first reported a position in HLLY in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.49K in Q4 2025. 6 funds tracked by Wall St. Rank hold HLLY as of Q3 2026.

Fortitude Family Office held 844 shares of Holley worth $1.99K as of Q3 2026.
Fortitude Family Office left its Holley share count unchanged in Q3 2026.
Holley made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2028 holding.
Fortitude Family Office first reported a position in Holley in Q2 2024 and has held it in 6 quarters since.
Fortitude Family Office's Holley position peaked at $3.49K in Q4 2025.
6 funds tracked by Wall St. Rank held Holley as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.