Arkadios Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

Arkadios 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 Q1	$215K	Sell	1,497 -146	-9%	-$24K	﹤0.01%	1537
2025 Q4	$286K	Buy	1,643 +203	+14%	+$37.3K	0.01%	1273
2025 Q3	$296K	Buy	+1,440	New	+$282K	0.01%	1161
2021 Q4	–	Sell	-486	Closed	-$44K	–	1089
2021 Q3	$44K	Buy	486 +2	+0.4%	+$175	0.01%	921
2021 Q2	$39K	Buy	484 +3	+0.6%	+$217	﹤0.01%	1009
2021 Q1	$32K	Buy	+481	New	+$32.5K	0.01%	823

Other funds holding HLI

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's HLI Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Houlihan Lokey (HLI) stake by 8.9% in Q1 2026, selling an estimated $24K and leaving 1,497 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Arkadios Wealth Advisors first reported a position in HLI in Q1 2021 and has held it in 6 quarters since. The position peaked at $296K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Arkadios Wealth Advisors held 1,497 shares of Houlihan Lokey worth $215K as of Q1 2026.
Arkadios Wealth Advisors sold 146 Houlihan Lokey shares in Q1 2026, an estimated $24K.
Houlihan Lokey made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1537 holding.
Arkadios Wealth Advisors first reported a position in Houlihan Lokey in Q1 2021 and has held it in 6 quarters since.
Arkadios Wealth Advisors's Houlihan Lokey position peaked at $296K in Q3 2025.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.