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Covestor’s Houlihan Lokey HLI Stock Holding History

Covestor’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 		$95K Sell
706
-11
-2% -$1.62K 0.05% 385
2026
Q1 		$103K Sell
717
-588
-45% -$96.7K 0.07% 277
2025
Q4 		$227K Sell
1,305
-52
-4% -$9.54K 0.12% 175
2025
Q3 		$279K Buy
1,357
+221
+19% +$43.3K 0.15% 102
2025
Q2 		$204K Buy
1,136
+146
+15% +$24.5K 0.12% 179
2025
Q1 		$160K Buy
990
+369
+59% +$63.4K 0.11% 228
2024
Q4 		$108K Buy
621
+4
+0.6% +$704 0.07% 482
2024
Q3 		$98K Sell
617
-220
-26% -$32.9K 0.06% 524
2024
Q2 		$113K Sell
837
-53
-6% -$6.94K 0.07% 418
2024
Q1 		$114K Sell
890
-33
-4% -$4.08K 0.07% 451
2023
Q4 		$111K Sell
923
-90
-9% -$9.76K 0.08% 428
2023
Q3 		$109K Buy
1,013
+3
+0.3% +$309 0.08% 363
2023
Q2 		$99K Sell
1,010
-787
-44% -$71.2K 0.08% 445
2023
Q1 		$157K Sell
1,797
-410
-19% -$38.6K 0.14% 183
2022
Q4 		$192K Sell
2,207
-109
-5% -$9.8K 0.16% 123
2022
Q3 		$175K Buy
2,316
+873
+60% +$70.7K 0.15% 105
2022
Q2 		$114K Buy
1,443
+347
+32% +$29K 0.09% 340
2022
Q1 		$96K Buy
1,096
+96
+10% +$9.88K 0.06% 527
2021
Q4 		$104K Buy
+1,000
New +$107K 0.15% 148

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

Covestor's HLI Position: Q2 2026 in Review

Covestor reduced its Houlihan Lokey (HLI) stake by 1.5% in Q2 2026, selling an estimated $1.62K and leaving 706 shares worth $95K. The position accounts for 0.05% of the portfolio, ranked #385.

Covestor first reported a position in HLI in Q4 2021 and has held it in 19 quarters since. The position peaked at $279K in Q3 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Covestor held 706 shares of Houlihan Lokey worth $95K as of Q2 2026.
  • Covestor sold 11 Houlihan Lokey shares in Q2 2026, an estimated $1.62K.
  • Houlihan Lokey made up 0.05% of Covestor's portfolio in Q2 2026, its #385 holding.
  • Covestor first reported a position in Houlihan Lokey in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Houlihan Lokey position peaked at $279K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.