Barlow Wealth Partners’s Houlihan Lokey HLI Stock Holding History

Barlow Wealth 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 Q2	$27.6M	Buy	205,696 +537	+0.3%	+$79.2K	2.99%	13
2026 Q1	$33.3M	Buy	205,159 +772	+0.4%	+$127K	3.7%	6
2025 Q4	$37.2M	Buy	204,387 +1,254	+0.6%	+$230K	4.01%	4
2025 Q3	$39.4M	Sell	203,133 -2,445	-1%	-$479K	4.39%	4
2025 Q2	$37.7M	Buy	205,578 +1,764	+0.9%	+$296K	4.51%	3
2025 Q1	$32.5M	Buy	203,814 +2,164	+1%	+$372K	4.26%	5
2024 Q4	$35.4M	Buy	201,650 +21,305	+12%	+$3.75M	4.47%	3
2024 Q3	$29M	Buy	180,345 +3,164	+2%	+$473K	3.79%	3
2024 Q2	$25.3M	Buy	177,181 +3,575	+2%	+$468K	3.5%	5
2024 Q1	$21.7M	Buy	173,606 +4,839	+3%	+$599K	2.95%	6
2023 Q4	$20.2M	Buy	+168,767	New	+$18.3M	2.88%	7

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Barlow Wealth Partners's HLI Position: Q2 2026 in Review

Barlow Wealth Partners increased its Houlihan Lokey (HLI) stake by 0.26% in Q2 2026, buying an estimated $79.2K and bringing the position to 205,696 shares worth $27.6M. The position accounts for 2.99% of the portfolio, ranked #13.

Barlow Wealth Partners first reported a position in HLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.4M in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Barlow Wealth Partners held 205,696 shares of Houlihan Lokey worth $27.6M as of Q2 2026.
Barlow Wealth Partners bought 537 Houlihan Lokey shares in Q2 2026, an estimated $79.2K.
Houlihan Lokey made up 2.99% of Barlow Wealth Partners's portfolio in Q2 2026, its #13 holding.
Barlow Wealth Partners first reported a position in Houlihan Lokey in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's Houlihan Lokey position peaked at $39.4M in Q3 2025.
519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.