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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
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% -$7.29K 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 $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

Williams & Novak's HLLY Position: Q1 2026 in Review

Williams & Novak sold out of Holley (HLLY) in Q1 2026, closing a stake of 11,765 shares — an estimated $48.6K sold.

Williams & Novak first reported a position in HLLY in Q4 2024 and held it in 5 quarters. The position peaked at $55.2K in Q3 2025. 140 funds tracked by Wall St. Rank hold HLLY as of Q1 2026.

  • Williams & Novak reported no remaining Holley position as of Q1 2026 after selling out during the quarter.
  • Williams & Novak sold 11,765 Holley shares in Q1 2026, an estimated $48.6K.
  • Williams & Novak first reported a position in Holley in Q4 2024 and held it in 5 quarters.
  • Williams & Novak's Holley position peaked at $55.2K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Holley as of Q1 2026.

Based on Williams & Novak's 13F filing for Q1 2026, filed 21 Apr 2026.