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Berry Wealth Group’s Houlihan Lokey HLI Stock Holding History

Berry Wealth Group’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
2025
Q3 		– Sell
-1,851
Closed -$333K – 64
2025
Q2 		$333K Buy
1,851
+13
+0.7% +$2.18K 0.23% 62
2025
Q1 		$297K Sell
1,838
-140
-7% -$24K 0.23% 63
2024
Q4 		$343K Sell
1,978
-231
-10% -$40.7K 0.25% 49
2024
Q3 		$349K Buy
2,209
+169
+8% +$25.2K 0.25% 52
2024
Q2 		$275K Sell
2,040
-167
-8% -$21.9K 0.22% 55
2024
Q1 		$283K Buy
+2,207
New +$273K 0.23% 55

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Berry Wealth Group's HLI Position: Q3 2025 in Review

Berry Wealth Group sold out of Houlihan Lokey (HLI) in Q3 2025, closing a stake of 1,851 shares — an estimated $333K sold.

Berry Wealth Group first reported a position in HLI in Q1 2024 and held it in 6 quarters. The position peaked at $349K in Q3 2024. 552 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • Berry Wealth Group reported no remaining Houlihan Lokey position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 1,851 Houlihan Lokey shares in Q3 2025, an estimated $333K.
  • Berry Wealth Group first reported a position in Houlihan Lokey in Q1 2024 and held it in 6 quarters.
  • Berry Wealth Group's Houlihan Lokey position peaked at $349K in Q3 2024.
  • 552 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.