Arax Advisory Partners’s Houlihan Lokey HLI Stock Holding History

Arax Advisory 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	$508K	Buy	3,788 +3,726	+6,010%	+$550K	﹤0.01%	1627
2026 Q1	$8.9K	Sell	62 -201	-76%	-$33.1K	﹤0.01%	2506
2025 Q4	$45.8K	Sell	263 -1,729	-87%	-$317K	﹤0.01%	1651
2025 Q3	$409K	Buy	1,992 +1,931	+3,166%	+$379K	0.01%	982
2025 Q2	$13.9K	Sell	61 -5	-8%	-$840	﹤0.01%	1819
2025 Q1	$10.7K	Buy	66 +26	+65%	+$4.47K	﹤0.01%	1544
2024 Q4	$6.95K	Hold	40	–	–	﹤0.01%	1623
2024 Q3	$6.32K	Sell	40 -5	-11%	-$747	﹤0.01%	1619
2024 Q2	$6.07K	Sell	45 -1	-2%	-$131	﹤0.01%	1507
2024 Q1	$5.9K	Sell	46 -1	-2%	-$124	﹤0.01%	873
2023 Q4	$5.64K	Sell	47 -4	-8%	-$434	﹤0.01%	862
2023 Q3	$5.46K	Sell	51 -17	-25%	-$1.75K	﹤0.01%	854
2023 Q2	$6.69K	Sell	68 -24	-26%	-$2.17K	﹤0.01%	795
2023 Q1	$8.05K	Hold	92	–	–	﹤0.01%	731
2022 Q4	$8.02K	Hold	92	–	–	﹤0.01%	681
2022 Q3	$7K	Buy	92 +12	+15%	+$972	﹤0.01%	711
2022 Q2	$6K	Buy	80 +41	+105%	+$3.43K	﹤0.01%	734
2022 Q1	$3K	Sell	39 -16	-29%	-$1.65K	﹤0.01%	881
2021 Q4	$6K	Sell	55 -2	-4%	-$214	﹤0.01%	735
2021 Q3	$5K	Buy	57 +21	+58%	+$1.84K	﹤0.01%	757
2021 Q2	$3K	Buy	+36	New	+$2.61K	﹤0.01%	811
2020 Q4	$21K	Buy	+318	New	+$20.6K	﹤0.01%	500

Other funds holding HLI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Arax Advisory Partners's HLI Position: Q2 2026 in Review

Arax Advisory Partners increased its Houlihan Lokey (HLI) stake by 6,010% in Q2 2026, buying an estimated $550K and bringing the position to 3,788 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Arax Advisory Partners first reported a position in HLI in Q4 2020 and has held it in 22 quarters since. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Arax Advisory Partners held 3,788 shares of Houlihan Lokey worth $508K as of Q2 2026.
Arax Advisory Partners bought 3,726 Houlihan Lokey shares in Q2 2026, an estimated $550K.
Houlihan Lokey made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1627 holding.
Arax Advisory Partners first reported a position in Houlihan Lokey in Q4 2020 and has held it in 22 quarters since.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.