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Cornerstone Planning Group’s Houlihan Lokey HLI Stock Holding History

Cornerstone Planning Group’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 		$7.78K Sell
56
-16
-22% -$2.36K ﹤0.01% 971
2026
Q1 		$10.8K Sell
72
-130
-64% -$21.4K ﹤0.01% 867
2025
Q4 		$36.5K Buy
202
+1
+0.5% +$184 0.01% 418
2025
Q3 		$40.1K Buy
201
+129
+179% +$25.3K 0.01% 393
2025
Q2 		$13.9K Sell
72
-36
-33% -$6.05K ﹤0.01% 485
2025
Q1 		$16.8K Buy
108
+43
+66% +$7.38K ﹤0.01% 450
2024
Q4 		$11.7K Sell
65
-5
-7% -$880 ﹤0.01% 393
2024
Q3 		$11.7K Sell
70
-26
-27% -$3.88K ﹤0.01% 385
2024
Q2 		$13.9K Sell
96
-13
-12% -$1.7K ﹤0.01% 374
2024
Q1 		$14.4K Sell
109
-2
-2% -$247 ﹤0.01% 343
2023
Q4 		$13.3K Sell
111
-7
-6% -$759 ﹤0.01% 379
2023
Q3 		$12.6K Hold
118
– – ﹤0.01% 381
2023
Q2 		$11.6K Buy
+118
New +$10.7K ﹤0.01% 594
2022
Q4 		$6.03K Buy
+63
New +$5.66K ﹤0.01% 806

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

Cornerstone Planning Group's HLI Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Houlihan Lokey (HLI) stake by 22% in Q2 2026, selling an estimated $2.36K and leaving 56 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Cornerstone Planning Group first reported a position in HLI in Q4 2022 and has held it in 14 quarters since. The position peaked at $40.1K in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Cornerstone Planning Group held 56 shares of Houlihan Lokey worth $7.78K as of Q2 2026.
  • Cornerstone Planning Group sold 16 Houlihan Lokey shares in Q2 2026, an estimated $2.36K.
  • Houlihan Lokey made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #971 holding.
  • Cornerstone Planning Group first reported a position in Houlihan Lokey in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Houlihan Lokey position peaked at $40.1K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.