Rise Advisors’s Holley HLLY Stock Holding History

Rise 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 Q2	–	Sell	-173	Closed	-$445	–	1592
2025 Q1	$445	Buy	+173	New	+$485	﹤0.01%	1390

Other funds holding HLLY

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rise Advisors's HLLY Position: Q2 2025 in Review

Rise Advisors sold out of Holley (HLLY) in Q2 2025, closing a stake of 173 shares — an estimated $445 sold.

Rise Advisors first reported a position in HLLY in Q1 2025 and held it in 1 quarter. The position peaked at $445 in Q1 2025. 117 funds tracked by Wall St. Rank hold HLLY as of Q2 2025.

Rise Advisors reported no remaining Holley position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 173 Holley shares in Q2 2025, an estimated $445.
Rise Advisors first reported a position in Holley in Q1 2025 and held it in 1 quarter.
Rise Advisors's Holley position peaked at $445 in Q1 2025.
117 funds tracked by Wall St. Rank held Holley as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.