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Appleton Partners’s Houlihan Lokey HLI Stock Holding History

Appleton Partners’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 		$1.37M Sell
9,559
-1,695
-15% -$279K 0.1% 128
2025
Q4 		$1.96M Buy
11,254
+419
+4% +$76.9K 0.13% 114
2025
Q3 		$2.23M Buy
+10,835
New +$2.12M 0.15% 110

Other funds holding HLI

BlackRock
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
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Appleton Partners's HLI Position: Q1 2026 in Review

Appleton Partners reduced its Houlihan Lokey (HLI) stake by 15% in Q1 2026, selling an estimated $279K and leaving 9,559 shares worth $1.37M. The position accounts for 0.1% of the portfolio, ranked #128.

Appleton Partners first reported a position in HLI in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.23M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Appleton Partners held 9,559 shares of Houlihan Lokey worth $1.37M as of Q1 2026.
  • Appleton Partners sold 1,695 Houlihan Lokey shares in Q1 2026, an estimated $279K.
  • Houlihan Lokey made up 0.1% of Appleton Partners's portfolio in Q1 2026, its #128 holding.
  • Appleton Partners first reported a position in Houlihan Lokey in Q3 2025 and has held it in 3 quarters since.
  • Appleton Partners's Houlihan Lokey position peaked at $2.23M in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Appleton Partners's 13F filing for Q1 2026, filed 28 Apr 2026.