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Argos Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

Argos Wealth 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 		$297K Buy
2,213
+283
+15% +$41.8K 0.08% 150
2026
Q1 		$277K Hold
1,930
– – 0.08% 140
2025
Q4 		$336K Buy
+1,930
New +$354K 0.09% 123

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 $3.38T AUM 44.17% 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

Argos Wealth Advisors's HLI Position: Q2 2026 in Review

Argos Wealth Advisors increased its Houlihan Lokey (HLI) stake by 15% in Q2 2026, buying an estimated $41.8K and bringing the position to 2,213 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #150.

Argos Wealth Advisors first reported a position in HLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $336K in Q4 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Argos Wealth Advisors held 2,213 shares of Houlihan Lokey worth $297K as of Q2 2026.
  • Argos Wealth Advisors bought 283 Houlihan Lokey shares in Q2 2026, an estimated $41.8K.
  • Houlihan Lokey made up 0.08% of Argos Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • Argos Wealth Advisors first reported a position in Houlihan Lokey in Q4 2025 and has held it in 3 quarters since.
  • Argos Wealth Advisors's Houlihan Lokey position peaked at $336K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Argos Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.