SageView Advisory Group’s Holley HLLY Stock Holding History

SageView Advisory Group’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	–	Sell	-750	Closed	-$3.1K	–	1374
2025 Q4	$3.1K	Buy	+750	New	+$2.7K	﹤0.01%	2111

Other funds holding HLLY

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

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

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

BOCH

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

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

SageView Advisory Group's HLLY Position: Q1 2026 in Review

SageView Advisory Group sold out of Holley (HLLY) in Q1 2026, closing a stake of 750 shares — an estimated $3.1K sold.

SageView Advisory Group first reported a position in HLLY in Q4 2025 and held it in 1 quarter. The position peaked at $3.1K in Q4 2025. 140 funds tracked by Wall St. Rank hold HLLY as of Q1 2026.

SageView Advisory Group reported no remaining Holley position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 750 Holley shares in Q1 2026, an estimated $3.1K.
SageView Advisory Group first reported a position in Holley in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Holley position peaked at $3.1K in Q4 2025.
140 funds tracked by Wall St. Rank held Holley as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.