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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
Q2 		– Sell
-78
Closed -$239 – 443
2026
Q1 		$239 Buy
+78
New +$296 ﹤0.01% 862

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

Wealth Preservation Advisors's HLLY Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Holley (HLLY) in Q2 2026, closing a stake of 78 shares — an estimated $239 sold.

Wealth Preservation Advisors first reported a position in HLLY in Q1 2026 and held it in 1 quarter. The position peaked at $239 in Q1 2026. 132 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Holley position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 78 Holley shares in Q2 2026, an estimated $239.
  • Wealth Preservation Advisors first reported a position in Holley in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Holley position peaked at $239 in Q1 2026.
  • 132 funds tracked by Wall St. Rank held Holley as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.