American Capital Advisory’s Houlihan Lokey HLI Stock Holding History

American Capital Advisory’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	$537	Sell	4 -1	-20%	-$148	﹤0.01%	935
2026 Q1	$719	Buy	+5	New	+$823	﹤0.01%	771
2025 Q2	–	Sell	-2	Closed	-$323	–	925
2025 Q1	$323	Buy	+2	New	+$344	﹤0.01%	598

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

American Capital Advisory's HLI Position: Q2 2026 in Review

American Capital Advisory reduced its Houlihan Lokey (HLI) stake by 20% in Q2 2026, selling an estimated $148 and leaving 4 shares worth $537. The position accounts for ﹤0.01% of the portfolio, ranked #935.

American Capital Advisory first reported a position in HLI in Q1 2025 and has held it in 3 quarters since. The position peaked at $719 in Q1 2026. 239 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

American Capital Advisory held 4 shares of Houlihan Lokey worth $537 as of Q2 2026.
American Capital Advisory sold 1 Houlihan Lokey share in Q2 2026, an estimated $148.
Houlihan Lokey made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #935 holding.
American Capital Advisory first reported a position in Houlihan Lokey in Q1 2025 and has held it in 3 quarters since.
American Capital Advisory's Houlihan Lokey position peaked at $719 in Q1 2026.
239 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.