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IEQ Capital’s Holley HLLY Stock Holding History

IEQ Capital’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 		– Sell
-27,477
Closed -$84.4K – 2090
2026
Q1 		$84.4K Buy
27,477
+10,551
+62% +$40K ﹤0.01% 1812
2025
Q4 		$69.9K Buy
16,926
+1,055
+7% +$3.8K ﹤0.01% 1790
2025
Q3 		$49.8K Buy
15,871
+2,541
+19% +$7.57K ﹤0.01% 1801
2025
Q2 		$26.7K Buy
+13,330
New +$28.3K ﹤0.01% 1790

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

IEQ Capital's HLLY Position: Q2 2026 in Review

IEQ Capital sold out of Holley (HLLY) in Q2 2026, closing a stake of 27,477 shares — an estimated $84.4K sold.

IEQ Capital first reported a position in HLLY in Q2 2025 and held it in 4 quarters. The position peaked at $84.4K in Q1 2026. 133 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • IEQ Capital reported no remaining Holley position as of Q2 2026 after selling out during the quarter.
  • IEQ Capital sold 27,477 Holley shares in Q2 2026, an estimated $84.4K.
  • IEQ Capital first reported a position in Holley in Q2 2025 and held it in 4 quarters.
  • IEQ Capital's Holley position peaked at $84.4K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.