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Wallace Advisory Group’s Holley HLLY Stock Holding History

Wallace 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
2025
Q3 		– Sell
-11,890
Closed -$30.6K – 176
2025
Q2 		$30.6K Buy
11,890
+405
+4% +$859 0.02% 172
2025
Q1 		$34.7K Sell
11,485
-550
-5% -$1.54K 0.02% 187
2024
Q4 		$35.5K Sell
12,035
-804
-6% -$2.25K 0.02% 181
2024
Q3 		$46K Hold
12,839
– – 0.03% 176
2024
Q2 		$46K Sell
12,839
-492
-4% -$1.92K 0.03% 177
2024
Q1 		$64.9K Sell
13,331
-308
-2% -$1.41K 0.05% 170
2023
Q4 		$68.1K Sell
13,639
-555
-4% -$2.45K 0.05% 163
2023
Q3 		$58.1K Sell
14,194
-120
-0.8% -$680 0.04% 171
2023
Q2 		$39.2K Hold
14,314
– – 0.03% 171
2023
Q1 		$39.2K Buy
+14,314
New +$36.6K 0.03% 171

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wallace Advisory Group's HLLY Position: Q3 2025 in Review

Wallace Advisory Group sold out of Holley (HLLY) in Q3 2025, closing a stake of 11,890 shares — an estimated $30.6K sold.

Wallace Advisory Group first reported a position in HLLY in Q1 2023 and held it in 10 quarters. The position peaked at $68.1K in Q4 2023. 132 funds tracked by Wall St. Rank hold HLLY as of Q3 2025.

  • Wallace Advisory Group reported no remaining Holley position as of Q3 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 11,890 Holley shares in Q3 2025, an estimated $30.6K.
  • Wallace Advisory Group first reported a position in Holley in Q1 2023 and held it in 10 quarters.
  • Wallace Advisory Group's Holley position peaked at $68.1K in Q4 2023.
  • 132 funds tracked by Wall St. Rank held Holley as of Q3 2025.

Based on Wallace Advisory Group's 13F filing for Q3 2025, filed 16 Oct 2025.