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Rothschild Investment LLC’s Holley HLLY Stock Holding History

Rothschild Investment LLC’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 		$255 Sell
100
-170
-63% -$482 ﹤0.01% 3409
2026
Q1 		$829 Buy
270
+258
+2,150% +$978 ﹤0.01% 2948
2025
Q4 		$50 Buy
+12
New +$43 ﹤0.01% 3269
2024
Q4 		– Sell
-40
Closed -$118 – 3005
2024
Q3 		$118 Buy
40
+10
+33% +$34 ﹤0.01% 2827
2024
Q2 		$107 Buy
+30
New +$117 ﹤0.01% 2726

Other funds holding HLLY

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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Rothschild Investment LLC's HLLY Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Holley (HLLY) stake by 63% in Q2 2026, selling an estimated $482 and leaving 100 shares worth $255. The position accounts for ﹤0.01% of the portfolio, ranked #3409.

Rothschild Investment LLC first reported a position in HLLY in Q2 2024 and has held it in 5 quarters since. The position peaked at $829 in Q1 2026. 36 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Rothschild Investment LLC held 100 shares of Holley worth $255 as of Q2 2026.
  • Rothschild Investment LLC sold 170 Holley shares in Q2 2026, an estimated $482.
  • Holley made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3409 holding.
  • Rothschild Investment LLC first reported a position in Holley in Q2 2024 and has held it in 5 quarters since.
  • Rothschild Investment LLC's Holley position peaked at $829 in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.