Darwin Wealth Management’s Houlihan Lokey HLI Stock Holding History

Darwin Wealth Management’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 Q3	$3.92K	Buy	+31	New	+$4.12K	﹤0.01%	805

Other funds holding HLI

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Darwin Wealth Management's HLI Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Houlihan Lokey (HLI) in Q3 2026: 31 shares worth $3.92K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings.

291 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

Darwin Wealth Management held 31 shares of Houlihan Lokey worth $3.92K as of Q3 2026.
Houlihan Lokey was a new Darwin Wealth Management position in Q3 2026.
Houlihan Lokey made up ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #805 holding.
291 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.