CoreCap Advisors’s Houlihan Lokey HLI Stock Holding History

CoreCap 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	$1.74K	Buy	13 +4	+44%	+$590	﹤0.01%	2575
2026 Q1	$1.29K	Hold	9	–	–	﹤0.01%	2492
2025 Q4	$1.57K	Buy	+9	New	+$1.65K	﹤0.01%	2524
2025 Q2	–	Sell	-34	Closed	-$5.49K	–	2966
2025 Q1	$5.49K	Hold	34	–	–	﹤0.01%	2067
2024 Q4	$5.9K	Hold	34	–	–	﹤0.01%	1936
2024 Q3	$5.37K	Buy	+34	New	+$5.08K	﹤0.01%	1959
2022 Q4	$349	Buy	+4	New	+$360	﹤0.01%	2215
2022 Q3	–	Sell	-4	Closed	–	–	1182
2022 Q2	$0	Buy	+4	New	+$334	﹤0.01%	2194
2022 Q1	–	Sell	-4	Closed	-$1K	–	1191
2021 Q4	$1K	Buy	+4	New	+$427	﹤0.01%	2137

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CoreCap Advisors's HLI Position: Q2 2026 in Review

CoreCap Advisors increased its Houlihan Lokey (HLI) stake by 44% in Q2 2026, buying an estimated $590 and bringing the position to 13 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

CoreCap Advisors first reported a position in HLI in Q4 2021 and has held it in 9 quarters since. The position peaked at $5.9K in Q4 2024. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

CoreCap Advisors held 13 shares of Houlihan Lokey worth $1.74K as of Q2 2026.
CoreCap Advisors bought 4 Houlihan Lokey shares in Q2 2026, an estimated $590.
Houlihan Lokey made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2575 holding.
CoreCap Advisors first reported a position in Houlihan Lokey in Q4 2021 and has held it in 9 quarters since.
CoreCap Advisors's Houlihan Lokey position peaked at $5.9K in Q4 2024.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.