AP
HLI icon

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
Q2 		$1.22M Sell
9,068
-491
-5% -$72.4K 0.07% 141
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 $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

Appleton Partners's HLI Position: Q2 2026 in Review

Appleton Partners reduced its Houlihan Lokey (HLI) stake by 5.1% in Q2 2026, selling an estimated $72.4K and leaving 9,068 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #141.

Appleton Partners first reported a position in HLI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.23M in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Appleton Partners held 9,068 shares of Houlihan Lokey worth $1.22M as of Q2 2026.
  • Appleton Partners sold 491 Houlihan Lokey shares in Q2 2026, an estimated $72.4K.
  • Houlihan Lokey made up 0.07% of Appleton Partners's portfolio in Q2 2026, its #141 holding.
  • Appleton Partners first reported a position in Houlihan Lokey in Q3 2025 and has held it in 4 quarters since.
  • Appleton Partners's Houlihan Lokey position peaked at $2.23M in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.