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Annis Gardner Whiting Capital Advisors’s Houlihan Lokey HLI Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-236
Closed -$33.9K – 729
2026
Q1 		$33.9K Buy
236
+120
+103% +$19.7K 0.01% 638
2025
Q4 		$20.2K Buy
116
+86
+287% +$15.8K ﹤0.01% 653
2025
Q3 		$6.16K Sell
30
-88
-75% -$17.3K ﹤0.01% 765
2025
Q2 		$21.2K Buy
+118
New +$19.8K 0.01% 559
2024
Q3 		– Sell
-90
Closed -$12.1K – 833
2024
Q2 		$12.1K Buy
90
+15
+20% +$1.96K ﹤0.01% 657
2024
Q1 		$9.62K Buy
+75
New +$9.28K ﹤0.01% 674

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

Annis Gardner Whiting Capital Advisors's HLI Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 236 shares — an estimated $33.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in HLI in Q1 2024 and held it in 6 quarters. The position peaked at $33.9K in Q1 2026. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 236 Houlihan Lokey shares in Q2 2026, an estimated $33.9K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Houlihan Lokey in Q1 2024 and held it in 6 quarters.
  • Annis Gardner Whiting Capital Advisors's Houlihan Lokey position peaked at $33.9K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.