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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
Q2 		– Sell
-1,497
Closed -$215K – 1813
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
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

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

Arkadios Wealth Advisors sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 1,497 shares — an estimated $215K sold.

Arkadios Wealth Advisors first reported a position in HLI in Q1 2021 and held it in 6 quarters. The position peaked at $296K in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Arkadios Wealth Advisors reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,497 Houlihan Lokey shares in Q2 2026, an estimated $215K.
  • Arkadios Wealth Advisors first reported a position in Houlihan Lokey in Q1 2021 and held it in 6 quarters.
  • Arkadios Wealth Advisors's Houlihan Lokey position peaked at $296K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.