Williams & Novak
HLLY icon

Williams & Novak’s Holley HLLY Stock Holding History

Williams & Novak’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
Q3 		$25.2K Buy
+10,657
New +$29.3K 0.01% 148
2026
Q1 		– Sell
-11,765
Closed -$48.6K – 152
2025
Q4 		$48.6K Sell
11,765
-5,830
-33% -$21K 0.04% 134
2025
Q3 		$55.2K Sell
17,595
-2,445
-12% -$7.28K 0.04% 135
2025
Q2 		$40.1K Buy
20,040
+3,500
+21% +$7.43K 0.03% 130
2025
Q1 		$42.5K Buy
16,540
+2,120
+15% +$5.95K 0.04% 120
2024
Q4 		$43.5K Buy
+14,420
New +$40.4K 0.04% 124

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Williams & Novak's HLLY Position: Q3 2026 in Review

Williams & Novak opened a new position in Holley (HLLY) in Q3 2026: 10,657 shares worth $25.2K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings. This is a return to the name: Williams & Novak previously reported a position in HLLY as recently as Q4 2025.

Williams & Novak first reported a position in HLLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.2K in Q3 2025. 28 funds tracked by Wall St. Rank hold HLLY as of Q3 2026.

  • Williams & Novak held 10,657 shares of Holley worth $25.2K as of Q3 2026.
  • Holley was a new Williams & Novak position in Q3 2026.
  • Holley made up 0.01% of Williams & Novak's portfolio in Q3 2026, its #148 holding.
  • Williams & Novak first reported a position in Holley in Q4 2024 and has held it in 6 quarters since.
  • Williams & Novak's Holley position peaked at $55.2K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Holley as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.