JPL Wealth Management’s Holley HLLY Stock Holding History

JPL Wealth Management’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	-5	Closed	-$16	–	1918
2026 Q1	$16	Buy	+5	New	+$19	﹤0.01%	1540

Other funds holding HLLY

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

JPL Wealth Management's HLLY Position: Q2 2026 in Review

JPL Wealth Management sold out of Holley (HLLY) in Q2 2026, closing a stake of 5 shares — an estimated $16 sold.

JPL Wealth Management first reported a position in HLLY in Q1 2026 and held it in 1 quarter. The position peaked at $16 in Q1 2026. 133 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

JPL Wealth Management reported no remaining Holley position as of Q2 2026 after selling out during the quarter.
JPL Wealth Management sold 5 Holley shares in Q2 2026, an estimated $16.
JPL Wealth Management first reported a position in Holley in Q1 2026 and held it in 1 quarter.
JPL Wealth Management's Holley position peaked at $16 in Q1 2026.
133 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.