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Destiny Wealth Partners’s Houlihan Lokey HLI Stock Holding History

Destiny Wealth Partners’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 		– Sell
-140
Closed -$20.1K – 546
2026
Q1 		$20.1K Buy
+140
New +$23K ﹤0.01% 669

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Kayne Anderson Rudnick Investment Management
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EARNEST Partners
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Royal Bank of Canada
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State Street
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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

Destiny Wealth Partners's HLI Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 140 shares — an estimated $20.1K sold.

Destiny Wealth Partners first reported a position in HLI in Q1 2026 and held it in 1 quarter. The position peaked at $20.1K in Q1 2026. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 140 Houlihan Lokey shares in Q2 2026, an estimated $20.1K.
  • Destiny Wealth Partners first reported a position in Houlihan Lokey in Q1 2026 and held it in 1 quarter.
  • Destiny Wealth Partners's Houlihan Lokey position peaked at $20.1K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.