Morgan Stanley
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Morgan Stanley’s Holley HLLY Stock Holding History

Morgan Stanley’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 		$3.3M Sell
1,294,586
-32,707
-2% -$92.8K ﹤0.01% 4518
2026
Q1 		$4.07M Buy
1,327,293
+15,773
+1% +$59.8K ﹤0.01% 4280
2025
Q4 		$5.42M Buy
1,311,520
+599,585
+84% +$2.16M ﹤0.01% 4111
2025
Q3 		$2.24M Buy
711,935
+373,321
+110% +$1.11M ﹤0.01% 4705
2025
Q2 		$677K Sell
338,614
-183,257
-35% -$389K ﹤0.01% 5315
2025
Q1 		$1.34M Sell
521,871
-55,000
-10% -$154K ﹤0.01% 4851
2024
Q4 		$1.74M Buy
576,871
+71,911
+14% +$201K ﹤0.01% 4796
2024
Q3 		$1.49M Buy
504,960
+64,643
+15% +$217K ﹤0.01% 4819
2024
Q2 		$1.58M Sell
440,317
-227,670
-34% -$888K ﹤0.01% 4706
2024
Q1 		$2.98M Buy
667,987
+185,809
+39% +$849K ﹤0.01% 4327
2023
Q4 		$2.35M Buy
482,178
+73,959
+18% +$327K ﹤0.01% 4417
2023
Q3 		$2.04M Buy
408,219
+16,581
+4% +$93.9K ﹤0.01% 4384
2023
Q2 		$1.6M Buy
391,638
+16,011
+4% +$47.7K ﹤0.01% 4561
2023
Q1 		$1.03M Sell
375,627
-51,993
-12% -$133K ﹤0.01% 4839
2022
Q4 		$907K Buy
427,620
+338,346
+379% +$1.07M ﹤0.01% 4926
2022
Q3 		$361K Buy
89,274
+22,753
+34% +$170K ﹤0.01% 5437
2022
Q2 		$698K Sell
66,521
-36,553
-35% -$399K ﹤0.01% 5242
2022
Q1 		$1.43M Buy
103,074
+73,323
+246% +$941K ﹤0.01% 4748
2021
Q4 		$386K Buy
29,751
+22,105
+289% +$267K ﹤0.01% 5705
2021
Q3 		$91K Buy
7,646
+7,146
+1,429% +$80.2K ﹤0.01% 6431
2021
Q2 		$5K Hold
500
– – ﹤0.01% 7377
2021
Q1 		$5K Buy
+500
New +$5.07K ﹤0.01% 7103

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

Morgan Stanley's HLLY Position: Q2 2026 in Review

Morgan Stanley reduced its Holley (HLLY) stake by 2.5% in Q2 2026, selling an estimated $92.8K and leaving 1,294,586 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #4518.

Morgan Stanley first reported a position in HLLY in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.42M in Q4 2025. 132 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Morgan Stanley held 1,294,586 shares of Holley worth $3.3M as of Q2 2026.
  • Morgan Stanley sold 32,707 Holley shares in Q2 2026, an estimated $92.8K.
  • Holley made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4518 holding.
  • Morgan Stanley first reported a position in Holley in Q1 2021 and has held it in 22 quarters since.
  • Morgan Stanley's Holley position peaked at $5.42M in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.