UBS Group
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UBS Group’s Holley HLLY Stock Holding History

UBS 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
Q2 		$206K Sell
80,715
-81,061
-50% -$230K ﹤0.01% 6776
2026
Q1 		$497K Buy
161,776
+149,425
+1,210% +$566K ﹤0.01% 6091
2025
Q4 		$51K Sell
12,351
-257,266
-95% -$926K ﹤0.01% 7207
2025
Q3 		$847K Buy
269,617
+122,365
+83% +$365K ﹤0.01% 5704
2025
Q2 		$295K Buy
147,252
+80,743
+121% +$171K ﹤0.01% 6452
2025
Q1 		$171K Buy
66,509
+24,963
+60% +$70K ﹤0.01% 6649
2024
Q4 		$125K Buy
41,546
+15,909
+62% +$44.6K ﹤0.01% 6735
2024
Q3 		$75.6K Sell
25,637
-10,222
-29% -$34.3K ﹤0.01% 6553
2024
Q2 		$128K Sell
35,859
-24,177
-40% -$94.3K ﹤0.01% 5988
2024
Q1 		$268K Sell
60,036
-6,285
-9% -$28.7K ﹤0.01% 5658
2023
Q4 		$323K Buy
66,321
+31,098
+88% +$137K ﹤0.01% 5445
2023
Q3 		$176K Buy
35,223
+3,488
+11% +$19.8K ﹤0.01% 5439
2023
Q2 		$130K Buy
31,735
+1,555
+5% +$4.63K ﹤0.01% 5810
2023
Q1 		$82.7K Buy
30,180
+22,869
+313% +$58.4K ﹤0.01% 6067
2022
Q4 		$15.5K Buy
7,311
+5,811
+387% +$18.3K ﹤0.01% 7973
2022
Q3 		$6K Hold
1,500
– – ﹤0.01% 9028
2022
Q2 		$16K Sell
1,500
-2,306
-61% -$25.1K ﹤0.01% 7192
2022
Q1 		$54K Sell
3,806
-715
-16% -$9.17K ﹤0.01% 6416
2021
Q4 		$58K Buy
+4,521
New +$54.7K ﹤0.01% 6767
2021
Q2 		– Sell
-1,054
Closed -$11K – 9545
2021
Q1 		$11K Buy
+1,054
New +$10.7K ﹤0.01% 7857

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

UBS Group's HLLY Position: Q2 2026 in Review

UBS Group reduced its Holley (HLLY) stake by 50% in Q2 2026, selling an estimated $230K and leaving 80,715 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #6776.

UBS Group first reported a position in HLLY in Q1 2021 and has held it in 20 quarters since. The position peaked at $847K in Q3 2025. 133 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • UBS Group held 80,715 shares of Holley worth $206K as of Q2 2026.
  • UBS Group sold 81,061 Holley shares in Q2 2026, an estimated $230K.
  • Holley made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6776 holding.
  • UBS Group first reported a position in Holley in Q1 2021 and has held it in 20 quarters since.
  • UBS Group's Holley position peaked at $847K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.