WAG
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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 $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $369M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $33.1B AUM 11.16% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return