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 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

DiNuzzo Private Wealth's HLI Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Houlihan Lokey (HLI) position steady in Q2 2026 at 12 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

DiNuzzo Private Wealth first reported a position in HLI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.59K in Q3 2025. 152 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

DiNuzzo Private Wealth held 12 shares of Houlihan Lokey worth $1.61K as of Q2 2026.
DiNuzzo Private Wealth left its Houlihan Lokey share count unchanged in Q2 2026.
Houlihan Lokey made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #756 holding.
DiNuzzo Private Wealth first reported a position in Houlihan Lokey in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Houlihan Lokey position peaked at $2.59K in Q3 2025.
152 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.