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Crewe Advisors’s Houlihan Lokey HLI Stock Holding History

Crewe Advisors’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 		$11.5K Buy
+86
New +$12.7K ﹤0.01% 731
2024
Q3 		– Sell
-226
Closed -$30.5K – 837
2024
Q2 		$30.5K Buy
226
+164
+265% +$21.5K ﹤0.01% 469
2024
Q1 		$7.95K Buy
+62
New +$7.67K ﹤0.01% 656
2021
Q3 		– Sell
-39
Closed -$3K – 425
2021
Q2 		$3K Sell
39
-93
-70% -$6.73K ﹤0.01% 373
2021
Q1 		$9K Hold
132
– – ﹤0.01% 299
2020
Q4 		$9K Hold
132
– – ﹤0.01% 276
2020
Q3 		$8K Buy
+132
New +$7.57K ﹤0.01% 278

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

Crewe Advisors's HLI Position: Q2 2026 in Review

Crewe Advisors opened a new position in Houlihan Lokey (HLI) in Q2 2026: 86 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in HLI as recently as Q2 2024.

Crewe Advisors first reported a position in HLI in Q3 2020 and has held it in 7 quarters since. The position peaked at $30.5K in Q2 2024. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Crewe Advisors held 86 shares of Houlihan Lokey worth $11.5K as of Q2 2026.
  • Houlihan Lokey was a new Crewe Advisors position in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #731 holding.
  • Crewe Advisors first reported a position in Houlihan Lokey in Q3 2020 and has held it in 7 quarters since.
  • Crewe Advisors's Houlihan Lokey position peaked at $30.5K in Q2 2024.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.