Continuum Advisory’s Houlihan Lokey HLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.22K Buy
+24
New +$3.54K ﹤0.01% 1602
2025
Q2
Sell
-15
Closed -$2.42K 902
2025
Q1
$2.42K Hold
15
﹤0.01% 1287
2024
Q4
$2.6K Hold
15
﹤0.01% 1335
2024
Q3
$2.76K Buy
+15
New +$2.24K ﹤0.01% 1323

Other funds holding HLI

Continuum Advisory's HLI Position: Q2 2026 in Review

Continuum Advisory opened a new position in Houlihan Lokey (HLI) in Q2 2026: 24 shares worth $3.22K. The stake represents ﹤0.01% of the portfolio and ranks #1602 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in HLI as recently as Q1 2025.

Continuum Advisory first reported a position in HLI in Q3 2024 and has held it in 4 quarters since. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Continuum Advisory held 24 shares of Houlihan Lokey worth $3.22K as of Q2 2026.
  • Houlihan Lokey was a new Continuum Advisory position in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1602 holding.
  • Continuum Advisory first reported a position in Houlihan Lokey in Q3 2024 and has held it in 4 quarters since.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.