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Cassaday & Co Wealth Management’s Houlihan Lokey HLI Stock Holding History

Cassaday & Co Wealth Management’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 		$251K Sell
1,745
-25
-1% -$4.11K 0.01% 307
2025
Q4 		$308K Sell
1,770
-36
-2% -$6.61K 0.01% 283
2025
Q3 		$371K Buy
1,806
+23
+1% +$4.51K 0.01% 248
2025
Q2 		$321K Sell
1,783
-77
-4% -$12.9K 0.01% 257
2025
Q1 		$300K Sell
1,860
-119
-6% -$20.4K 0.01% 256
2024
Q4 		$344K Buy
1,979
+19
+1% +$3.35K 0.01% 238
2024
Q3 		$310K Sell
1,960
-10
-0.5% -$1.49K 0.01% 235
2024
Q2 		$266K Sell
1,970
-80
-4% -$10.5K 0.01% 242
2024
Q1 		$263K Hold
2,050
– – 0.01% 244
2023
Q4 		$246K Hold
2,050
– – 0.01% 244
2023
Q3 		$220K Hold
2,050
– – 0.01% 235
2023
Q2 		$202K Buy
+2,050
New +$185K 0.01% 248

Other funds holding HLI

BlackRock
BlackRock New York $5.7T 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 $528B 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