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Advisornet Financial’s Houlihan Lokey HLI Stock Holding History

Advisornet Financial’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
Q2 		$114K Hold
849
– – 0.01% 829
2026
Q1 		$122K Sell
849
-26
-3% -$4.28K 0.01% 753
2025
Q4 		$152K Buy
875
+17
+2% +$3.12K 0.01% 679
2025
Q3 		$176K Sell
858
-42
-5% -$8.23K 0.01% 631
2025
Q2 		$162K Buy
900
+19
+2% +$3.19K 0.01% 625
2025
Q1 		$142K Buy
881
+21
+2% +$3.61K 0.01% 627
2024
Q4 		$149K Sell
860
-1
-0.1% -$176 0.01% 573
2024
Q3 		$136K Buy
+861
New +$129K 0.01% 617
2024
Q1 		– Sell
-5
Closed -$600 – 2244
2023
Q4 		$600 Buy
+5
New +$542 ﹤0.01% 2047
2023
Q2 		– Sell
-10
Closed -$875 – 2416
2023
Q1 		$875 Sell
10
-2
-17% -$188 ﹤0.01% 1915
2022
Q4 		$1.05K Buy
+12
New +$1.08K ﹤0.01% 1820

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisornet Financial's HLI Position: Q2 2026 in Review

Advisornet Financial held its Houlihan Lokey (HLI) position steady in Q2 2026 at 849 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #829.

Advisornet Financial first reported a position in HLI in Q4 2022 and has held it in 11 quarters since. The position peaked at $176K in Q3 2025. 113 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Advisornet Financial held 849 shares of Houlihan Lokey worth $114K as of Q2 2026.
  • Advisornet Financial left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #829 holding.
  • Advisornet Financial first reported a position in Houlihan Lokey in Q4 2022 and has held it in 11 quarters since.
  • Advisornet Financial's Houlihan Lokey position peaked at $176K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.