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Wealth Preservation Advisors’s Holley HLLY Stock Holding History

Wealth Preservation Advisors’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
Q1 		$239 Buy
+78
New +$296 ﹤0.01% 862

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Wealth Preservation Advisors's HLLY Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Holley (HLLY) in Q1 2026: 78 shares worth $239. The stake represents ﹤0.01% of the portfolio and ranks #862 among its holdings.

140 funds tracked by Wall St. Rank hold HLLY as of Q1 2026.

  • Wealth Preservation Advisors held 78 shares of Holley worth $239 as of Q1 2026.
  • Holley was a new Wealth Preservation Advisors position in Q1 2026.
  • Holley made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #862 holding.
  • 140 funds tracked by Wall St. Rank held Holley as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.