Physician Wealth Advisors’s Holley HLLY Stock Holding History

Physician Wealth 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	$1.64K	Buy	642 +159	+33%	+$451	﹤0.01%	1589
2026 Q1	$1.48K	Hold	483	–	–	﹤0.01%	1480
2025 Q4	$2K	Hold	483	–	–	﹤0.01%	1289
2025 Q3	$1.52K	Hold	483	–	–	﹤0.01%	1338
2025 Q2	$966	Buy	+483	New	+$1.02K	﹤0.01%	1456

Other funds holding HLLY

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Physician Wealth Advisors's HLLY Position: Q2 2026 in Review

Physician Wealth Advisors increased its Holley (HLLY) stake by 33% in Q2 2026, buying an estimated $451 and bringing the position to 642 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Physician Wealth Advisors first reported a position in HLLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2K in Q4 2025. 24 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

Physician Wealth Advisors held 642 shares of Holley worth $1.64K as of Q2 2026.
Physician Wealth Advisors bought 159 Holley shares in Q2 2026, an estimated $451.
Holley made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1589 holding.
Physician Wealth Advisors first reported a position in Holley in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Holley position peaked at $2K in Q4 2025.
24 funds tracked by Wall St. Rank held Holley as of Q2 2026.

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