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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
Q3 		$194 Sell
82
-317
-79% -$873 ﹤0.01% 2356
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

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's HLLY Position: Q3 2026 in Review

True Wealth Design reduced its Holley (HLLY) stake by 79% in Q3 2026, selling an estimated $873 and leaving 82 shares worth $194. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

True Wealth Design first reported a position in HLLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.16K in Q4 2025. 6 funds tracked by Wall St. Rank hold HLLY as of Q3 2026.

  • True Wealth Design held 82 shares of Holley worth $194 as of Q3 2026.
  • True Wealth Design sold 317 Holley shares in Q3 2026, an estimated $873.
  • Holley made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2356 holding.
  • True Wealth Design first reported a position in Holley in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Holley position peaked at $2.16K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Holley as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.