Corient Private Wealth
HLI icon

Corient Private Wealth’s Houlihan Lokey HLI Stock Holding History

Corient Private Wealth’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 		$4.27M Sell
31,871
-1,733
-5% -$256K 0.01% 968
2026
Q1 		$4.81M Buy
33,604
+20,753
+161% +$3.41M 0.01% 860
2025
Q4 		$2.24M Sell
12,851
-1,004
-7% -$184K ﹤0.01% 1091
2025
Q3 		$2.84M Buy
13,855
+1,021
+8% +$200K ﹤0.01% 919
2025
Q2 		$2.31M Sell
12,834
-1,299
-9% -$218K ﹤0.01% 976
2025
Q1 		$2.28M Sell
14,133
-3,920
-22% -$673K ﹤0.01% 928
2024
Q4 		$3.14M Buy
18,053
+367
+2% +$64.6K 0.01% 842
2024
Q3 		$2.79M Sell
17,686
-5,011
-22% -$749K ﹤0.01% 951
2024
Q2 		$3.06M Buy
22,697
+389
+2% +$50.9K 0.01% 859
2024
Q1 		$2.86M Buy
22,308
+15
+0.1% +$1.86K 0.01% 870
2023
Q4 		$2.67M Buy
22,293
+714
+3% +$77.4K ﹤0.01% 884
2023
Q3 		$2.31M Buy
+21,579
New +$2.22M 0.01% 856

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

Corient Private Wealth's HLI Position: Q2 2026 in Review

Corient Private Wealth reduced its Houlihan Lokey (HLI) stake by 5.2% in Q2 2026, selling an estimated $256K and leaving 31,871 shares worth $4.27M. The position accounts for 0.01% of the portfolio, ranked #968.

Corient Private Wealth first reported a position in HLI in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.81M in Q1 2026. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Corient Private Wealth held 31,871 shares of Houlihan Lokey worth $4.27M as of Q2 2026.
  • Corient Private Wealth sold 1,733 Houlihan Lokey shares in Q2 2026, an estimated $256K.
  • Houlihan Lokey made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #968 holding.
  • Corient Private Wealth first reported a position in Houlihan Lokey in Q3 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's Houlihan Lokey position peaked at $4.81M in Q1 2026.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.