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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
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 $5.72T 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 $570B 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

Beverly Hills Private Wealth's HLI Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its Houlihan Lokey (HLI) stake by 4.7% in Q1 2026, selling an estimated $19.2K and leaving 2,386 shares worth $343K. The position accounts for 0.06% of the portfolio, ranked #242.

Beverly Hills Private Wealth first reported a position in HLI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.56M in Q2 2023. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Beverly Hills Private Wealth held 2,386 shares of Houlihan Lokey worth $343K as of Q1 2026.
  • Beverly Hills Private Wealth sold 117 Houlihan Lokey shares in Q1 2026, an estimated $19.2K.
  • Houlihan Lokey made up 0.06% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #242 holding.
  • Beverly Hills Private Wealth first reported a position in Houlihan Lokey in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Houlihan Lokey position peaked at $1.56M in Q2 2023.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.