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Axxcess Wealth Management’s Houlihan Lokey HLI Stock Holding History

Axxcess Wealth Management’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
-1,761
Closed -$307K – 661
2025
Q4 		$307K Sell
1,761
-1,176
-40% -$216K 0.01% 841
2025
Q3 		$603K Buy
2,937
+133
+5% +$26.1K 0.01% 574
2025
Q2 		$505K Buy
2,804
+34
+1% +$5.71K 0.01% 593
2025
Q1 		$447K Sell
2,770
-96
-3% -$16.5K 0.01% 584
2024
Q4 		$498K Buy
2,866
+1,258
+78% +$222K 0.01% 547
2024
Q3 		$254K Buy
+1,608
New +$240K 0.01% 748

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Axxcess Wealth Management's HLI Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,761 shares — an estimated $307K sold.

Axxcess Wealth Management first reported a position in HLI in Q3 2024 and held it in 6 quarters. The position peaked at $603K in Q3 2025. 546 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,761 Houlihan Lokey shares in Q1 2026, an estimated $307K.
  • Axxcess Wealth Management first reported a position in Houlihan Lokey in Q3 2024 and held it in 6 quarters.
  • Axxcess Wealth Management's Houlihan Lokey position peaked at $603K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.