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CVA Family Office’s Houlihan Lokey HLI Stock Holding History

CVA Family Office’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 		$2.15K Sell
16
-58
-78% -$8.56K ﹤0.01% 1507
2026
Q1 		$10.6K Buy
74
+69
+1,380% +$11.4K ﹤0.01% 974
2025
Q4 		$871 Hold
5
– – ﹤0.01% 1123
2025
Q3 		$1.03K Hold
5
– – ﹤0.01% 1125
2025
Q2 		$900 Hold
5
– – ﹤0.01% 1109
2025
Q1 		$808 Buy
+5
New +$859 ﹤0.01% 1152

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

CVA Family Office's HLI Position: Q2 2026 in Review

CVA Family Office reduced its Houlihan Lokey (HLI) stake by 78% in Q2 2026, selling an estimated $8.56K and leaving 16 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

CVA Family Office first reported a position in HLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.6K in Q1 2026. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • CVA Family Office held 16 shares of Houlihan Lokey worth $2.15K as of Q2 2026.
  • CVA Family Office sold 58 Houlihan Lokey shares in Q2 2026, an estimated $8.56K.
  • Houlihan Lokey made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1507 holding.
  • CVA Family Office first reported a position in Houlihan Lokey in Q1 2025 and has held it in 6 quarters since.
  • CVA Family Office's Houlihan Lokey position peaked at $10.6K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.