Alpine Woods Capital Investors’s Houlihan Lokey HLI Stock Holding History

Alpine Woods Capital Investors’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 Q1	$1.72M	Buy	11,975 +8,288	+225%	+$1.36M	0.41%	68
2025 Q4	$642K	Sell	3,687 -53	-1%	-$9.73K	0.15%	115
2025 Q3	$768K	Sell	3,740 -8	-0.2%	-$1.57K	0.18%	93
2025 Q2	$674K	Sell	3,748 -204	-5%	-$34.3K	0.16%	102
2025 Q1	$638K	Sell	3,952 -148	-4%	-$25.4K	0.16%	102
2024 Q4	$712K	Hold	4,100	–	–	0.13%	119
2024 Q3	$779K	Sell	4,100 -2,295	-36%	-$343K	0.14%	121
2024 Q2	$862K	Buy	6,395 +2,267	+55%	+$297K	0.13%	124
2024 Q1	$526K	Sell	4,128 -172	-4%	-$21.3K	0.1%	134
2023 Q4	$516K	Sell	4,300 -570	-12%	-$61.8K	0.08%	130
2023 Q3	$522K	Sell	4,870 -17	-0.3%	-$1.75K	0.08%	120
2023 Q2	$480K	Sell	4,887 -922	-16%	-$83.4K	0.08%	120
2023 Q1	$508K	Sell	5,809 -10	-0.2%	-$941	0.08%	132
2022 Q4	$507K	Sell	5,819 -6,663	-53%	-$599K	0.07%	136
2022 Q3	$941K	Sell	12,482 -345	-3%	-$28K	0.13%	130
2022 Q2	$1.01M	Sell	12,827 -108	-0.8%	-$9.03K	0.13%	130
2022 Q1	$1.14M	Buy	12,935 +8	+0.1%	+$824	0.12%	139
2021 Q4	$1.34M	Sell	12,927 -2,049	-14%	-$219K	0.13%	138
2021 Q3	$1.38M	Buy	14,976 +247	+2%	+$21.6K	0.15%	137
2021 Q2	$1.21M	Hold	14,729	–	–	0.12%	147
2021 Q1	$980K	Buy	14,729 +596	+4%	+$40.2K	0.11%	160
2020 Q4	$950K	Buy	14,133 +9,015	+176%	+$584K	0.12%	157
2020 Q3	$302K	Buy	+5,118	New	+$293K	0.05%	209

Other funds holding HLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alpine Woods Capital Investors's HLI Position: Q1 2026 in Review

Alpine Woods Capital Investors increased its Houlihan Lokey (HLI) stake by 225% in Q1 2026, buying an estimated $1.36M and bringing the position to 11,975 shares worth $1.72M. The position accounts for 0.41% of the portfolio, ranked #68.

Alpine Woods Capital Investors first reported a position in HLI in Q3 2020 and has held it in 23 quarters since. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Alpine Woods Capital Investors held 11,975 shares of Houlihan Lokey worth $1.72M as of Q1 2026.
Alpine Woods Capital Investors bought 8,288 Houlihan Lokey shares in Q1 2026, an estimated $1.36M.
Houlihan Lokey made up 0.41% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #68 holding.
Alpine Woods Capital Investors first reported a position in Houlihan Lokey in Q3 2020 and has held it in 23 quarters since.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.