CWM
HLI icon

Congress Wealth Management’s Houlihan Lokey HLI Stock Holding History

Congress 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
2025
Q2 		$8.99M Sell
49,941
-13,809
-22% -$2.32M 0.09% 269
2025
Q1 		$10.3M Buy
+63,750
New +$10.9M 0.12% 196

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Congress Wealth Management's HLI Position: Q2 2025 in Review

Congress Wealth Management reduced its Houlihan Lokey (HLI) stake by 22% in Q2 2025, selling an estimated $2.32M and leaving 49,941 shares worth $8.99M. The position accounts for 0.09% of the portfolio, ranked #269.

Congress Wealth Management first reported a position in HLI in Q1 2025 and has held it in 2 quarters since. The position peaked at $10.3M in Q1 2025. 549 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

  • Congress Wealth Management held 49,941 shares of Houlihan Lokey worth $8.99M as of Q2 2025.
  • Congress Wealth Management sold 13,809 Houlihan Lokey shares in Q2 2025, an estimated $2.32M.
  • Houlihan Lokey made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #269 holding.
  • Congress Wealth Management first reported a position in Houlihan Lokey in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's Houlihan Lokey position peaked at $10.3M in Q1 2025.
  • 549 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.