Cornerstone Planning Group
HLI icon

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
Q3 		– Sell
-56
Closed -$7.78K – 827
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

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Bell Asset Management
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
Salvus Wealth Management
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

Cornerstone Planning Group's HLI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Houlihan Lokey (HLI) in Q3 2026, closing a stake of 56 shares — an estimated $7.78K sold.

Cornerstone Planning Group first reported a position in HLI in Q4 2022 and held it in 14 quarters. The position peaked at $40.1K in Q3 2025. 107 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Houlihan Lokey position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 56 Houlihan Lokey shares in Q3 2026, an estimated $7.78K.
  • Cornerstone Planning Group first reported a position in Houlihan Lokey in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Houlihan Lokey position peaked at $40.1K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.