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IFP Advisors’s Holley HLLY Stock Holding History

IFP Advisors’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 		$566 Sell
222
-121
-35% -$343 ﹤0.01% 4654
2026
Q1 		$1.05K Buy
343
+194
+130% +$735 ﹤0.01% 4198
2025
Q4 		$615 Buy
149
+121
+432% +$436 ﹤0.01% 4227
2025
Q3 		$88 Buy
28
+16
+133% +$48 ﹤0.01% 4561
2025
Q2 		$24 Buy
12
+5
+71% +$11 ﹤0.01% 4839
2025
Q1 		$18 Hold
7
– – ﹤0.01% 4173
2024
Q4 		$21 Buy
+7
New +$20 ﹤0.01% 4443

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

IFP Advisors's HLLY Position: Q2 2026 in Review

IFP Advisors reduced its Holley (HLLY) stake by 35% in Q2 2026, selling an estimated $343 and leaving 222 shares worth $566. The position accounts for ﹤0.01% of the portfolio, ranked #4654.

IFP Advisors first reported a position in HLLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05K in Q1 2026. 133 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • IFP Advisors held 222 shares of Holley worth $566 as of Q2 2026.
  • IFP Advisors sold 121 Holley shares in Q2 2026, an estimated $343.
  • Holley made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4654 holding.
  • IFP Advisors first reported a position in Holley in Q4 2024 and has held it in 7 quarters since.
  • IFP Advisors's Holley position peaked at $1.05K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.