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Choreo LLC’s Houlihan Lokey HLI Stock Holding History

Choreo LLC’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 		$226K Buy
+1,685
New +$249K ﹤0.01% 1489
2025
Q4 		– Sell
-1,142
Closed -$234K – 1618
2025
Q3 		$234K Buy
+1,142
New +$224K ﹤0.01% 1373
2025
Q1 		– Sell
-1,219
Closed -$212K – 1528
2024
Q4 		$212K Sell
1,219
-392
-24% -$69K ﹤0.01% 1394
2024
Q3 		$257K Buy
+1,611
New +$241K ﹤0.01% 1303

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

Choreo LLC's HLI Position: Q2 2026 in Review

Choreo LLC opened a new position in Houlihan Lokey (HLI) in Q2 2026: 1,685 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1489 among its holdings. This is a return to the name: Choreo LLC previously reported a position in HLI as recently as Q3 2025.

Choreo LLC first reported a position in HLI in Q3 2024 and has held it in 4 quarters since. The position peaked at $257K in Q3 2024. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Choreo LLC held 1,685 shares of Houlihan Lokey worth $226K as of Q2 2026.
  • Houlihan Lokey was a new Choreo LLC position in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1489 holding.
  • Choreo LLC first reported a position in Houlihan Lokey in Q3 2024 and has held it in 4 quarters since.
  • Choreo LLC's Houlihan Lokey position peaked at $257K in Q3 2024.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.