DiNuzzo Private Wealth’s Houlihan Lokey HLI Stock Holding History

DiNuzzo Private Wealth’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	$1.26K	Sell	10 -2	-17%	-$266	﹤0.01%	800
2026 Q2	$1.61K	Hold	12	–	–	﹤0.01%	756
2026 Q1	$1.72K	Hold	12	–	–	﹤0.01%	695
2025 Q4	$2.09K	Sell	12 -1	-8%	-$184	﹤0.01%	627
2025 Q3	$2.59K	Hold	13	–	–	﹤0.01%	553
2025 Q2	$2.34K	Hold	13	–	–	﹤0.01%	573
2025 Q1	$2.1K	Buy	13 +1	+8%	+$172	﹤0.01%	581
2024 Q4	$2.08K	Hold	12	–	–	﹤0.01%	590
2024 Q3	$1.9K	Hold	12	–	–	﹤0.01%	634
2024 Q2	$1.62K	Buy	12 +2	+20%	+$262	﹤0.01%	595
2024 Q1	$1.28K	Sell	10 -1	-9%	-$124	﹤0.01%	638
2023 Q4	$1.32K	Buy	+11	New	+$1.19K	﹤0.01%	594

Other funds holding HLI

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

DiNuzzo Private Wealth's HLI Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Houlihan Lokey (HLI) stake by 17% in Q3 2026, selling an estimated $266 and leaving 10 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

DiNuzzo Private Wealth first reported a position in HLI in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.59K in Q3 2025. 132 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

DiNuzzo Private Wealth held 10 shares of Houlihan Lokey worth $1.26K as of Q3 2026.
DiNuzzo Private Wealth sold 2 Houlihan Lokey shares in Q3 2026, an estimated $266.
Houlihan Lokey made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #800 holding.
DiNuzzo Private Wealth first reported a position in Houlihan Lokey in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Houlihan Lokey position peaked at $2.59K in Q3 2025.
132 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.