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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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 $528B 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