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Cromwell Holdings’s Houlihan Lokey HLI Stock Holding History

Cromwell Holdings’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 		$1.07K Hold
8
– – ﹤0.01% 965
2026
Q1 		$1.15K Hold
8
– – ﹤0.01% 825
2025
Q4 		$1.39K Hold
8
– – ﹤0.01% 759
2025
Q3 		$1.64K Hold
8
– – ﹤0.01% 738
2025
Q2 		$1.44K Buy
+8
New +$1.34K ﹤0.01% 741

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

Cromwell Holdings's HLI Position: Q2 2026 in Review

Cromwell Holdings held its Houlihan Lokey (HLI) position steady in Q2 2026 at 8 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Cromwell Holdings first reported a position in HLI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.64K in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Cromwell Holdings held 8 shares of Houlihan Lokey worth $1.07K as of Q2 2026.
  • Cromwell Holdings left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #965 holding.
  • Cromwell Holdings first reported a position in Houlihan Lokey in Q2 2025 and has held it in 5 quarters since.
  • Cromwell Holdings's Houlihan Lokey position peaked at $1.64K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.