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Cedar Mountain Advisors’s Houlihan Lokey HLI Stock Holding History

Cedar Mountain Advisors’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 		$4.43K Hold
33
– – ﹤0.01% 732
2026
Q1 		$4.74K Buy
+33
New +$5.43K ﹤0.01% 674

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cedar Mountain Advisors's HLI Position: Q2 2026 in Review

Cedar Mountain Advisors held its Houlihan Lokey (HLI) position steady in Q2 2026 at 33 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Cedar Mountain Advisors first reported a position in HLI in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.74K in Q1 2026. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Cedar Mountain Advisors held 33 shares of Houlihan Lokey worth $4.43K as of Q2 2026.
  • Cedar Mountain Advisors left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #732 holding.
  • Cedar Mountain Advisors first reported a position in Houlihan Lokey in Q1 2026 and has held it in 2 quarters since.
  • Cedar Mountain Advisors's Houlihan Lokey position peaked at $4.74K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.