Rothwell Investment Advisors, LLC’s Houlihan Lokey HLI Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio HLI Stock Details HLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20.5K	Buy	+162	New	+$21.6K	0.01%	617

Other funds holding HLI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Woodley Farra Manion Portfolio Management Indianapolis, Indiana $1.98B AUM 11.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

Rothwell Investment Advisors, LLC's HLI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Houlihan Lokey (HLI) in Q3 2026: 162 shares worth $20.5K. The stake represents 0.01% of the portfolio and ranks #617 among its holdings.

232 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

Rothwell Investment Advisors, LLC held 162 shares of Houlihan Lokey worth $20.5K as of Q3 2026.
Houlihan Lokey was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Houlihan Lokey made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #617 holding.
232 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.