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Concurrent Investment Advisors’s Houlihan Lokey HLI Stock Holding History

Concurrent Investment 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 		$317K Buy
2,360
+80
+4% +$11.8K ﹤0.01% 1661
2026
Q1 		$328K Buy
2,280
+353
+18% +$58.1K ﹤0.01% 1439
2025
Q4 		$336K Buy
+1,927
New +$354K ﹤0.01% 1330

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's HLI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Houlihan Lokey (HLI) stake by 3.5% in Q2 2026, buying an estimated $11.8K and bringing the position to 2,360 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Concurrent Investment Advisors first reported a position in HLI in Q4 2025 and has held it in 3 quarters since. The position peaked at $336K in Q4 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Concurrent Investment Advisors held 2,360 shares of Houlihan Lokey worth $317K as of Q2 2026.
  • Concurrent Investment Advisors bought 80 Houlihan Lokey shares in Q2 2026, an estimated $11.8K.
  • Houlihan Lokey made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1661 holding.
  • Concurrent Investment Advisors first reported a position in Houlihan Lokey in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Houlihan Lokey position peaked at $336K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.