BW Gestao de Investimentos’s Houlihan Lokey HLI Stock Holding History

BW Gestao de Investimentos’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	-25,816	Closed	-$3.71M	–	352
2026 Q1	$3.71M	Sell	25,816 -13,158	-34%	-$2.16M	0.12%	168
2025 Q4	$6.79M	Sell	38,974 -9,026	-19%	-$1.66M	0.15%	133
2025 Q3	$9.86M	Buy	48,000 +17,600	+58%	+$3.45M	0.43%	58
2025 Q2	$5.47M	Buy	+30,400	New	+$5.11M	0.23%	71

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BW Gestao de Investimentos's HLI Position: Q2 2026 in Review

BW Gestao de Investimentos sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 25,816 shares — an estimated $3.71M sold.

BW Gestao de Investimentos first reported a position in HLI in Q2 2025 and held it in 4 quarters. The position peaked at $9.86M in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

BW Gestao de Investimentos reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
BW Gestao de Investimentos sold 25,816 Houlihan Lokey shares in Q2 2026, an estimated $3.71M.
BW Gestao de Investimentos first reported a position in Houlihan Lokey in Q2 2025 and held it in 4 quarters.
BW Gestao de Investimentos's Houlihan Lokey position peaked at $9.86M in Q3 2025.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on BW Gestao de Investimentos's 13F filing for Q2 2026, filed 14 Aug 2026.