Pinnacle Wealth Planning Services’s Holley HLLY Stock Holding History

Pinnacle Wealth Planning Services’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 Q1	$7.36K	Hold	2,398	–	–	﹤0.01%	2131
2025 Q4	$9.9K	Buy	+2,398	New	+$8.64K	﹤0.01%	2016
2024 Q4	–	Sell	-38,456	Closed	-$113K	–	465
2024 Q3	$113K	Hold	38,456	–	–	0.02%	500
2024 Q2	$138K	Hold	38,456	–	–	0.02%	452
2024 Q1	$172K	Hold	38,456	–	–	0.03%	444
2023 Q4	$187K	Hold	38,456	–	–	0.03%	420
2023 Q3	$192K	Hold	38,456	–	–	0.03%	374
2023 Q2	$157K	Hold	38,456	–	–	0.03%	399
2023 Q1	$105K	Sell	38,456 -9,564	-20%	-$24.4K	0.02%	434
2022 Q4	$102K	Buy	+48,020	New	+$151K	0.02%	399

Other funds holding HLLY

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Pinnacle Wealth Planning Services's HLLY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Holley (HLLY) position steady in Q1 2026 at 2,398 shares worth $7.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Pinnacle Wealth Planning Services first reported a position in HLLY in Q4 2022 and has held it in 10 quarters since. The position peaked at $192K in Q3 2023. 140 funds tracked by Wall St. Rank hold HLLY as of Q1 2026.

Pinnacle Wealth Planning Services held 2,398 shares of Holley worth $7.36K as of Q1 2026.
Pinnacle Wealth Planning Services left its Holley share count unchanged in Q1 2026.
Holley made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2131 holding.
Pinnacle Wealth Planning Services first reported a position in Holley in Q4 2022 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's Holley position peaked at $192K in Q3 2023.
140 funds tracked by Wall St. Rank held Holley as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.