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Anchor Investment Management’s Houlihan Lokey HLI Stock Holding History

Anchor Investment Management’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 		$67.3K Buy
502
+52
+12% +$7.67K 0.01% 565
2026
Q1 		$64.6K Hold
450
– – 0.01% 556
2025
Q4 		$78.4K Hold
450
– – 0.01% 527
2025
Q3 		$92.4K Hold
450
– – 0.01% 501
2025
Q2 		$81K Hold
450
– – 0.01% 518
2025
Q1 		$72.7K Hold
450
– – 0.01% 511
2024
Q4 		$78.1K Sell
450
-31
-6% -$5.46K 0.01% 506
2024
Q3 		$76K Buy
481
+31
+7% +$4.63K 0.01% 515
2024
Q2 		$60.7K Hold
450
– – 0.01% 496
2024
Q1 		$57.7K Hold
450
– – 0.01% 509
2023
Q4 		$54K Hold
450
– – 0.01% 509
2023
Q3 		$48.2K Hold
450
– – 0.01% 512
2023
Q2 		$44.2K Sell
450
-540
-55% -$48.8K 0.01% 526
2023
Q1 		$86.6K Hold
990
– – 0.01% 458
2022
Q4 		$86.3K Hold
990
– – 0.01% 454
2022
Q3 		$74.6K Hold
990
– – 0.01% 458
2022
Q2 		$78.1K Hold
990
– – 0.01% 479
2022
Q1 		$86.9K Buy
990
+25
+3% +$2.57K 0.01% 486
2021
Q4 		$99.9K Hold
965
– – 0.01% 486
2021
Q3 		$88.9K Buy
+965
New +$84.6K 0.01% 462

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Anchor Investment Management's HLI Position: Q2 2026 in Review

Anchor Investment Management increased its Houlihan Lokey (HLI) stake by 12% in Q2 2026, buying an estimated $7.67K and bringing the position to 502 shares worth $67.3K. The position accounts for 0.01% of the portfolio, ranked #565.

Anchor Investment Management first reported a position in HLI in Q3 2021 and has held it in 20 quarters since. The position peaked at $99.9K in Q4 2021. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Anchor Investment Management held 502 shares of Houlihan Lokey worth $67.3K as of Q2 2026.
  • Anchor Investment Management bought 52 Houlihan Lokey shares in Q2 2026, an estimated $7.67K.
  • Houlihan Lokey made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #565 holding.
  • Anchor Investment Management first reported a position in Houlihan Lokey in Q3 2021 and has held it in 20 quarters since.
  • Anchor Investment Management's Houlihan Lokey position peaked at $99.9K in Q4 2021.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.