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Precision Wealth Strategies’s Holley HLLY Stock Holding History

Precision Wealth Strategies’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
Q3 		– Sell
-24,800
Closed -$49.6K – 178
2025
Q2 		$49.6K Buy
24,800
+227
+0.9% +$482 0.02% 177
2025
Q1 		$63.2K Buy
24,573
+1,237
+5% +$3.47K 0.05% 99
2024
Q4 		$70.5K Buy
23,336
+164
+0.7% +$459 0.05% 108
2024
Q3 		$68.4K Buy
23,172
+675
+3% +$2.26K 0.06% 104
2024
Q2 		$80.5K Buy
22,497
+5,161
+30% +$20.1K 0.08% 103
2024
Q1 		$77.3K Buy
17,336
+2,130
+14% +$9.73K 0.07% 100
2023
Q4 		$74.1K Buy
15,206
+371
+3% +$1.64K 0.07% 90
2023
Q3 		$74K Buy
14,835
+4,832
+48% +$27.4K 0.08% 81
2023
Q2 		$40.9K Hold
10,003
– – 0.07% 64
2023
Q1 		$27.4K Sell
10,003
-23,339
-70% -$59.6K 0.04% 72
2022
Q4 		$70.7K Sell
33,342
-423
-1% -$1.33K 0.07% 105
2022
Q3 		$132K Buy
+33,765
New +$252K 0.12% 121

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
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
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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Precision Wealth Strategies's HLLY Position: Q3 2025 in Review

Precision Wealth Strategies sold out of Holley (HLLY) in Q3 2025, closing a stake of 24,800 shares — an estimated $49.6K sold.

Precision Wealth Strategies first reported a position in HLLY in Q3 2022 and held it in 12 quarters. The position peaked at $132K in Q3 2022. 132 funds tracked by Wall St. Rank hold HLLY as of Q3 2025.

  • Precision Wealth Strategies reported no remaining Holley position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 24,800 Holley shares in Q3 2025, an estimated $49.6K.
  • Precision Wealth Strategies first reported a position in Holley in Q3 2022 and held it in 12 quarters.
  • Precision Wealth Strategies's Holley position peaked at $132K in Q3 2022.
  • 132 funds tracked by Wall St. Rank held Holley as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.