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Creative Capital Management Investments’s Houlihan Lokey HLI Stock Holding History

Creative Capital Management Investments’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 		$2.01K Buy
+15
New +$2.21K ﹤0.01% 802
2026
Q1 		– Sell
-57
Closed -$9.93K – 333
2025
Q4 		$9.93K Buy
+57
New +$10.5K ﹤0.01% 218

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 $3.38T AUM 44.17% 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

Creative Capital Management Investments's HLI Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Houlihan Lokey (HLI) in Q2 2026: 15 shares worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: Creative Capital Management Investments previously reported a position in HLI as recently as Q4 2025.

Creative Capital Management Investments first reported a position in HLI in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.93K in Q4 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Creative Capital Management Investments held 15 shares of Houlihan Lokey worth $2.01K as of Q2 2026.
  • Houlihan Lokey was a new Creative Capital Management Investments position in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #802 holding.
  • Creative Capital Management Investments first reported a position in Houlihan Lokey in Q4 2025 and has held it in 2 quarters since.
  • Creative Capital Management Investments's Houlihan Lokey position peaked at $9.93K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.