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Beverly Hills Private Wealth’s Houlihan Lokey HLI Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-2,386
Closed -$343K – 308
2026
Q1 		$343K Sell
2,386
-117
-5% -$19.2K 0.06% 242
2025
Q4 		$436K Sell
2,503
-369
-13% -$67.7K 0.07% 199
2025
Q3 		$590K Sell
2,872
-177
-6% -$34.7K 0.1% 163
2025
Q2 		$549K Sell
3,049
-436
-13% -$73.2K 0.1% 164
2025
Q1 		$563K Sell
3,485
-281
-7% -$48.3K 0.11% 158
2024
Q4 		$654K Sell
3,766
-791
-17% -$139K 0.13% 144
2024
Q3 		$720K Sell
4,557
-791
-15% -$118K 0.15% 147
2024
Q2 		$721K Sell
5,348
-542
-9% -$70.9K 0.16% 140
2024
Q1 		$755K Sell
5,890
-535
-8% -$66.2K 0.17% 128
2023
Q4 		$770K Sell
6,425
-1,034
-14% -$112K 0.2% 111
2023
Q3 		$799K Sell
7,459
-8,070
-52% -$832K 0.24% 97
2023
Q2 		$1.56M Buy
15,529
+7,719
+99% +$698K 0.26% 90
2023
Q1 		$683K Buy
7,810
+1,324
+20% +$125K 0.21% 109
2022
Q4 		$565K Buy
+6,486
New +$583K 0.25% 101

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

Beverly Hills Private Wealth's HLI Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 2,386 shares — an estimated $343K sold.

Beverly Hills Private Wealth first reported a position in HLI in Q4 2022 and held it in 14 quarters. The position peaked at $1.56M in Q2 2023. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 2,386 Houlihan Lokey shares in Q2 2026, an estimated $343K.
  • Beverly Hills Private Wealth first reported a position in Houlihan Lokey in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Houlihan Lokey position peaked at $1.56M in Q2 2023.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.