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Root Financial Partners’s Holley HLLY Stock Holding History

Root Financial Partners’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 		– Sell
-1,184
Closed -$3.63K – 1621
2026
Q1 		$3.63K Hold
1,184
– – ﹤0.01% 2070
2025
Q4 		$4.89K Hold
1,184
– – ﹤0.01% 1773
2025
Q3 		$3.72K Buy
+1,184
New +$3.53K ﹤0.01% 1821

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Root Financial Partners's HLLY Position: Q2 2026 in Review

Root Financial Partners sold out of Holley (HLLY) in Q2 2026, closing a stake of 1,184 shares — an estimated $3.63K sold.

Root Financial Partners first reported a position in HLLY in Q3 2025 and held it in 3 quarters. The position peaked at $4.89K in Q4 2025. 133 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Root Financial Partners reported no remaining Holley position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,184 Holley shares in Q2 2026, an estimated $3.63K.
  • Root Financial Partners first reported a position in Holley in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Holley position peaked at $4.89K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.