Diversified Management’s Houlihan Lokey HLI Stock Holding History

Diversified 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 Q2	–	Sell	-9,654	Closed	-$1.39M	–	220
2026 Q1	$1.39M	Buy	+9,654	New	+$1.59M	0.24%	100

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Diversified Management's HLI Position: Q2 2026 in Review

Diversified Management sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 9,654 shares — an estimated $1.39M sold.

Diversified Management first reported a position in HLI in Q1 2026 and held it in 1 quarter. The position peaked at $1.39M in Q1 2026. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Diversified Management reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
Diversified Management sold 9,654 Houlihan Lokey shares in Q2 2026, an estimated $1.39M.
Diversified Management first reported a position in Houlihan Lokey in Q1 2026 and held it in 1 quarter.
Diversified Management's Houlihan Lokey position peaked at $1.39M in Q1 2026.
514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.