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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
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

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
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Fortitude Family Office's HLLY Position: Q2 2026 in Review

Fortitude Family Office held its Holley (HLLY) position steady in Q2 2026 at 844 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Fortitude Family Office first reported a position in HLLY in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.49K in Q4 2025. 16 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Fortitude Family Office held 844 shares of Holley worth $2.15K as of Q2 2026.
  • Fortitude Family Office left its Holley share count unchanged in Q2 2026.
  • Holley made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1461 holding.
  • Fortitude Family Office first reported a position in Holley in Q2 2024 and has held it in 5 quarters since.
  • Fortitude Family Office's Holley position peaked at $3.49K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.