CA
HLI icon

Clearstead Advisors’s Houlihan Lokey HLI Stock Holding History

Clearstead 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 		$16.5K Buy
123
+62
+102% +$9.15K ﹤0.01% 1846
2026
Q1 		$8.76K Sell
61
-1,282
-95% -$211K ﹤0.01% 1620
2025
Q4 		$234K Buy
1,343
+945
+237% +$173K ﹤0.01% 896
2025
Q3 		$81.7K Sell
398
-2,632
-87% -$516K ﹤0.01% 1111
2025
Q2 		$545K Sell
3,030
-384
-11% -$64.5K 0.01% 591
2025
Q1 		$551K Buy
3,414
+343
+11% +$58.9K 0.01% 547
2024
Q4 		$533K Sell
3,071
-254
-8% -$44.7K 0.01% 557
2024
Q3 		$525K Buy
3,325
+46
+1% +$6.87K 0.01% 556
2024
Q2 		$442K Buy
+3,279
New +$429K 0.01% 570
2021
Q4 		– Sell
-257
Closed -$24K – 1344
2021
Q3 		$24K Buy
+257
New +$22.5K ﹤0.01% 750

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

Clearstead Advisors's HLI Position: Q2 2026 in Review

Clearstead Advisors increased its Houlihan Lokey (HLI) stake by 102% in Q2 2026, buying an estimated $9.15K and bringing the position to 123 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Clearstead Advisors first reported a position in HLI in Q3 2021 and has held it in 10 quarters since. The position peaked at $551K in Q1 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Clearstead Advisors held 123 shares of Houlihan Lokey worth $16.5K as of Q2 2026.
  • Clearstead Advisors bought 62 Houlihan Lokey shares in Q2 2026, an estimated $9.15K.
  • Houlihan Lokey made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1846 holding.
  • Clearstead Advisors first reported a position in Houlihan Lokey in Q3 2021 and has held it in 10 quarters since.
  • Clearstead Advisors's Houlihan Lokey position peaked at $551K in Q1 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.