True Wealth Design’s Holley HLLY Stock Holding History

True Wealth Design’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	$1.02K	Sell	399 -245	-38%	-$695	﹤0.01%	1967
2026 Q1	$1.98K	Buy	644 +122	+23%	+$462	﹤0.01%	1543
2025 Q4	$2.16K	Buy	522 +6	+1%	+$22	﹤0.01%	1423
2025 Q3	$1.62K	Buy	516 +159	+45%	+$474	﹤0.01%	1546
2025 Q2	$714	Buy	357 +302	+549%	+$641	﹤0.01%	1600
2025 Q1	$142	Buy	55 +52	+1,733%	+$146	﹤0.01%	2083
2024 Q4	$10	Buy	+3	New	+$8	﹤0.01%	1345

Other funds holding HLLY

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's HLLY Position: Q2 2026 in Review

True Wealth Design reduced its Holley (HLLY) stake by 38% in Q2 2026, selling an estimated $695 and leaving 399 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

True Wealth Design first reported a position in HLLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.16K in Q4 2025. 9 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

True Wealth Design held 399 shares of Holley worth $1.02K as of Q2 2026.
True Wealth Design sold 245 Holley shares in Q2 2026, an estimated $695.
Holley made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1967 holding.
True Wealth Design first reported a position in Holley in Q4 2024 and has held it in 7 quarters since.
True Wealth Design's Holley position peaked at $2.16K in Q4 2025.
9 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.