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Atwood & Palmer’s Houlihan Lokey HLI Stock Holding History

Atwood & Palmer’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 		$2.8M Sell
20,897
-51,373
-71% -$7.58M 0.15% 64
2026
Q1 		$10.4M Buy
72,270
+2,310
+3% +$380K 0.59% 49
2025
Q4 		$12.2M Buy
+69,960
New +$12.8M 0.69% 46
2024
Q2 		– Sell
-15
Closed -$1.92K – 444
2024
Q1 		$1.92K Buy
+15
New +$1.86K ﹤0.01% 371

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

Atwood & Palmer's HLI Position: Q2 2026 in Review

Atwood & Palmer reduced its Houlihan Lokey (HLI) stake by 71% in Q2 2026, selling an estimated $7.58M and leaving 20,897 shares worth $2.8M. The position accounts for 0.15% of the portfolio, ranked #64.

Atwood & Palmer first reported a position in HLI in Q1 2024 and has held it in 4 quarters since. The position peaked at $12.2M in Q4 2025. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Atwood & Palmer held 20,897 shares of Houlihan Lokey worth $2.8M as of Q2 2026.
  • Atwood & Palmer sold 51,373 Houlihan Lokey shares in Q2 2026, an estimated $7.58M.
  • Houlihan Lokey made up 0.15% of Atwood & Palmer's portfolio in Q2 2026, its #64 holding.
  • Atwood & Palmer first reported a position in Houlihan Lokey in Q1 2024 and has held it in 4 quarters since.
  • Atwood & Palmer's Houlihan Lokey position peaked at $12.2M in Q4 2025.
  • 517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.