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Bell Investment Advisors’s Houlihan Lokey HLI Stock Holding History

Bell Investment Advisors’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 		$11.8K Sell
88
-4
-4% -$590 ﹤0.01% 659
2026
Q1 		$13.2K Buy
92
+4
+5% +$658 ﹤0.01% 581
2025
Q4 		$15.3K Hold
88
– – ﹤0.01% 539
2025
Q3 		$18.1K Sell
88
-7
-7% -$1.37K ﹤0.01% 438
2025
Q2 		$17.1K Hold
95
– – ﹤0.01% 471
2025
Q1 		$15.3K Hold
95
– – ﹤0.01% 466
2024
Q4 		$16.5K Hold
95
– – ﹤0.01% 443
2024
Q3 		$15K Hold
95
– – ﹤0.01% 469
2024
Q2 		$12.8K Hold
95
– – ﹤0.01% 521
2024
Q1 		$12.2K Hold
95
– – ﹤0.01% 513
2023
Q4 		$11.4K Sell
95
-5
-5% -$542 ﹤0.01% 510
2023
Q3 		$10.7K Buy
100
+5
+5% +$516 ﹤0.01% 480
2023
Q2 		$9.34K Sell
95
-17
-15% -$1.54K ﹤0.01% 530
2023
Q1 		$9.8K Sell
112
-43
-28% -$4.05K ﹤0.01% 489
2022
Q4 		$13.5K Buy
155
+11
+8% +$989 ﹤0.01% 391
2022
Q3 		$11K Buy
144
+17
+13% +$1.38K ﹤0.01% 387
2022
Q2 		$10K Buy
+127
New +$10.6K ﹤0.01% 424
2021
Q4 		$13K Buy
126
+48
+62% +$5.13K ﹤0.01% 410
2021
Q3 		$7K Buy
+78
New +$6.84K ﹤0.01% 572

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's HLI Position: Q2 2026 in Review

Bell Investment Advisors reduced its Houlihan Lokey (HLI) stake by 4.3% in Q2 2026, selling an estimated $590 and leaving 88 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Bell Investment Advisors first reported a position in HLI in Q3 2021 and has held it in 19 quarters since. The position peaked at $18.1K in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Bell Investment Advisors held 88 shares of Houlihan Lokey worth $11.8K as of Q2 2026.
  • Bell Investment Advisors sold 4 Houlihan Lokey shares in Q2 2026, an estimated $590.
  • Houlihan Lokey made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #659 holding.
  • Bell Investment Advisors first reported a position in Houlihan Lokey in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Houlihan Lokey position peaked at $18.1K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.