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Carolinas Wealth Consulting’s Houlihan Lokey HLI Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-37
Closed -$5.98K – 404
2025
Q1 		$5.98K Hold
37
– – ﹤0.01% 582
2024
Q4 		$6.43K Sell
37
-4
-10% -$704 ﹤0.01% 600
2024
Q3 		$6.48K Hold
41
– – ﹤0.01% 623
2024
Q2 		$5.53K Sell
41
-8
-16% -$1.05K ﹤0.01% 638
2024
Q1 		$6.28K Sell
49
-14
-22% -$1.73K ﹤0.01% 618
2023
Q4 		$7.57K Sell
63
-3
-5% -$325 ﹤0.01% 575
2023
Q3 		$6.65K Sell
66
-174
-73% -$17.9K ﹤0.01% 573
2023
Q2 		$23.6K Sell
240
-11
-4% -$995 ﹤0.01% 452
2023
Q1 		$22K Buy
251
+10
+4% +$941 ﹤0.01% 480
2022
Q4 		$21K Sell
241
-2
-0.8% -$180 ﹤0.01% 487
2022
Q3 		$18K Hold
243
– – ﹤0.01% 458
2022
Q2 		$19K Hold
243
– – ﹤0.01% 457
2022
Q1 		$21K Hold
243
– – ﹤0.01% 475
2021
Q4 		$25K Sell
243
-51
-17% -$5.45K 0.01% 450
2021
Q3 		$27K Hold
294
– – 0.01% 423
2021
Q2 		$24K Hold
294
– – 0.01% 469
2021
Q1 		$20K Sell
294
-1
-0.3% -$67 ﹤0.01% 515
2020
Q4 		$20K Sell
295
-15
-5% -$972 0.01% 476
2020
Q3 		$18K Buy
+310
New +$17.8K 0.01% 403

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Carolinas Wealth Consulting's HLI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Houlihan Lokey (HLI) in Q2 2025, closing a stake of 37 shares — an estimated $5.98K sold.

Carolinas Wealth Consulting first reported a position in HLI in Q3 2020 and held it in 19 quarters. The position peaked at $27K in Q3 2021. 548 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Houlihan Lokey position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 37 Houlihan Lokey shares in Q2 2025, an estimated $5.98K.
  • Carolinas Wealth Consulting first reported a position in Houlihan Lokey in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Houlihan Lokey position peaked at $27K in Q3 2021.
  • 548 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.