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Integrated Wealth Concepts’s Holley HLLY Stock Holding History

Integrated Wealth Concepts’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 		$3.97K Buy
+1,555
New +$4.41K ﹤0.01% 5076

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

Integrated Wealth Concepts's HLLY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Holley (HLLY) in Q2 2026: 1,555 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #5076 among its holdings.

133 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Integrated Wealth Concepts held 1,555 shares of Holley worth $3.97K as of Q2 2026.
  • Holley was a new Integrated Wealth Concepts position in Q2 2026.
  • Holley made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5076 holding.
  • 133 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.