Brookstone Capital Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $479K | Sell |
3,567
-102
| -3% | -$15.1K | ﹤0.01% | 944 |
|
|
2026
Q1 | $527K | Sell |
3,669
-122
| -3% | -$20.1K | 0.01% | 854 |
|
|
2025
Q4 | $660K | Sell |
3,791
-37
| -1% | -$6.79K | 0.01% | 769 |
|
|
2025
Q3 | $786K | Sell |
3,828
-18
| -0.5% | -$3.53K | 0.01% | 679 |
|
|
2025
Q2 | $692K | Sell |
3,846
-229
| -6% | -$38.5K | 0.01% | 663 |
|
|
2025
Q1 | $658K | Buy |
4,075
+90
| +2% | +$15.5K | 0.01% | 649 |
|
|
2024
Q4 | $692K | Sell |
3,985
-256
| -6% | -$45.1K | 0.01% | 613 |
|
|
2024
Q3 | $670K | Sell |
4,241
-111
| -3% | -$16.6K | 0.01% | 616 |
|
|
2024
Q2 | $645K | Sell |
4,352
-1,086
| -20% | -$142K | 0.01% | 589 |
|
|
2024
Q1 | $697K | Sell |
5,438
-327
| -6% | -$40.5K | 0.01% | 555 |
|
|
2023
Q4 | $691K | Buy |
5,765
+74
| +1% | +$8.02K | 0.01% | 531 |
|
|
2023
Q3 | $585K | Sell |
5,691
-85
| -1% | -$8.76K | 0.01% | 534 |
|
|
2023
Q2 | $550K | Buy |
5,776
+183
| +3% | +$16.6K | 0.01% | 560 |
|
|
2023
Q1 | $507K | Buy |
5,593
+200
| +4% | +$18.8K | 0.01% | 591 |
|
|
2022
Q4 | $487K | Buy |
5,393
+213
| +4% | +$19.1K | 0.01% | 584 |
|
|
2022
Q3 | $411K | Sell |
5,180
-449
| -8% | -$36.4K | 0.01% | 599 |
|
|
2022
Q2 | $452K | Hold |
5,629
| – | – | 0.01% | 576 |
|
|
2022
Q1 | $462K | Buy |
5,629
+772
| +16% | +$79.5K | 0.01% | 578 |
|
|
2021
Q4 | $541K | Sell |
4,857
-1,208
| -20% | -$129K | 0.01% | 501 |
|
|
2021
Q3 | $600K | Sell |
6,065
-215
| -3% | -$18.8K | 0.01% | 467 |
|
|
2021
Q2 | $519K | Sell |
6,280
-2,173
| -26% | -$157K | 0.01% | 471 |
|
|
2021
Q1 | $562K | Buy |
8,453
+201
| +2% | +$13.6K | 0.02% | 339 |
|
|
2020
Q4 | $555K | Buy |
8,252
+128
| +2% | +$8.3K | 0.02% | 311 |
|
|
2020
Q3 | $480K | Sell |
8,124
-577
| -7% | -$33.1K | 0.02% | 276 |
|
|
2020
Q2 | $484K | Sell |
8,701
-2,984
| -26% | -$174K | 0.03% | 244 |
|
|
2020
Q1 | $609K | Sell |
11,685
-317
| -3% | -$16.4K | 0.04% | 191 |
|
|
2019
Q4 | $587K | Buy |
12,002
+142
| +1% | +$6.7K | 0.03% | 260 |
|
|
2019
Q3 | $535K | Buy |
11,860
+1,342
| +13% | +$59.4K | 0.03% | 258 |
|
|
2019
Q2 | $468K | Buy |
10,518
+2,455
| +30% | +$115K | 0.03% | 281 |
|
|
2019
Q1 | $370K | Buy |
8,063
+1,585
| +24% | +$69.9K | 0.02% | 305 |
|
|
2018
Q4 | $238K | Buy |
6,478
+766
| +13% | +$31.2K | 0.02% | 261 |
|
|
2018
Q3 | $257K | Buy |
+5,712
| New | +$277K | 0.02% | 362 |
|
Other funds holding HLI
Brookstone Capital Management's HLI Position: Q2 2026 in Review
Brookstone Capital Management reduced its Houlihan Lokey (HLI) stake by 2.8% in Q2 2026, selling an estimated $15.1K and leaving 3,567 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #944.
Brookstone Capital Management first reported a position in HLI in Q3 2018 and has held it in 32 quarters since. The position peaked at $786K in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.
- Brookstone Capital Management held 3,567 shares of Houlihan Lokey worth $479K as of Q2 2026.
- Brookstone Capital Management sold 102 Houlihan Lokey shares in Q2 2026, an estimated $15.1K.
- Houlihan Lokey made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #944 holding.
- Brookstone Capital Management first reported a position in Houlihan Lokey in Q3 2018 and has held it in 32 quarters since.
- Brookstone Capital Management's Houlihan Lokey position peaked at $786K in Q3 2025.
- 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.
Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.