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Diversify Wealth Management’s Houlihan Lokey HLI Stock Holding History

Diversify 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
Q2 		$252K Sell
1,784
-63
-3% -$9.3K ﹤0.01% 1110
2026
Q1 		$288K Buy
1,847
+550
+42% +$90.5K 0.01% 976
2025
Q4 		$234K Buy
1,297
+12
+0.9% +$2.2K 0.01% 570
2025
Q3 		$229K Sell
1,285
-297
-19% -$58.2K 0.01% 503
2025
Q2 		$306K Buy
1,582
+159
+11% +$26.7K 0.02% 456
2025
Q1 		$231K Buy
+1,423
New +$244K 0.02% 474

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Diversify Wealth Management's HLI Position: Q2 2026 in Review

Diversify Wealth Management reduced its Houlihan Lokey (HLI) stake by 3.4% in Q2 2026, selling an estimated $9.3K and leaving 1,784 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Diversify Wealth Management first reported a position in HLI in Q1 2025 and has held it in 6 quarters since. The position peaked at $306K in Q2 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Diversify Wealth Management held 1,784 shares of Houlihan Lokey worth $252K as of Q2 2026.
  • Diversify Wealth Management sold 63 Houlihan Lokey shares in Q2 2026, an estimated $9.3K.
  • Houlihan Lokey made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1110 holding.
  • Diversify Wealth Management first reported a position in Houlihan Lokey in Q1 2025 and has held it in 6 quarters since.
  • Diversify Wealth Management's Houlihan Lokey position peaked at $306K in Q2 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.