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Ausdal Financial Partners’s Houlihan Lokey HLI Stock Holding History

Ausdal Financial 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
Q1 		– Sell
-1,529
Closed -$266K – 1014
2025
Q4 		$266K Buy
1,529
+463
+43% +$85K 0.01% 782
2025
Q3 		$219K Buy
+1,066
New +$209K 0.01% 858

Other funds holding HLI

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VPM
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Kayne Anderson Rudnick Investment Management
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ausdal Financial Partners's HLI Position: Q1 2026 in Review

Ausdal Financial Partners sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,529 shares — an estimated $266K sold.

Ausdal Financial Partners first reported a position in HLI in Q3 2025 and held it in 2 quarters. The position peaked at $266K in Q4 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Ausdal Financial Partners reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Ausdal Financial Partners sold 1,529 Houlihan Lokey shares in Q1 2026, an estimated $266K.
  • Ausdal Financial Partners first reported a position in Houlihan Lokey in Q3 2025 and held it in 2 quarters.
  • Ausdal Financial Partners's Houlihan Lokey position peaked at $266K in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.