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Mount Yale Investment Advisors’s Holley HLLY Stock Holding History

Mount Yale Investment 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
2025
Q4 		– Sell
-33,401
Closed -$105K – 760
2025
Q3 		$105K Buy
+33,401
New +$99.5K 0.01% 655

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's HLLY Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of Holley (HLLY) in Q4 2025, closing a stake of 33,401 shares — an estimated $105K sold.

Mount Yale Investment Advisors first reported a position in HLLY in Q3 2025 and held it in 1 quarter. The position peaked at $105K in Q3 2025. 140 funds tracked by Wall St. Rank hold HLLY as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining Holley position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 33,401 Holley shares in Q4 2025, an estimated $105K.
  • Mount Yale Investment Advisors first reported a position in Holley in Q3 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Holley position peaked at $105K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Holley as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.