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Dynasty Wealth Management’s Houlihan Lokey HLI Stock Holding History

Dynasty 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 		$384K Sell
2,861
-170
-6% -$25.1K ﹤0.01% 292
2026
Q1 		$435K Sell
3,031
-67
-2% -$11K ﹤0.01% 249
2025
Q4 		$540K Sell
3,098
-11
-0.4% -$2.02K 0.01% 236
2025
Q3 		$638K Buy
3,109
+201
+7% +$39.4K 0.01% 204
2025
Q2 		$523K Sell
2,908
-385
-12% -$64.7K 0.01% 177
2025
Q1 		$532K Buy
3,293
+34
+1% +$5.84K 0.01% 193
2024
Q4 		$566K Sell
3,259
-394
-11% -$69.4K 0.01% 196
2024
Q3 		$577K Sell
3,653
-199
-5% -$29.7K 0.02% 172
2024
Q2 		$519K Sell
3,852
-13
-0.3% -$1.7K 0.02% 187
2024
Q1 		$495K Buy
+3,865
New +$478K 0.02% 189

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

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

Dynasty Wealth Management reduced its Houlihan Lokey (HLI) stake by 5.6% in Q2 2026, selling an estimated $25.1K and leaving 2,861 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Dynasty Wealth Management first reported a position in HLI in Q1 2024 and has held it in 10 quarters since. The position peaked at $638K in Q3 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Dynasty Wealth Management held 2,861 shares of Houlihan Lokey worth $384K as of Q2 2026.
  • Dynasty Wealth Management sold 170 Houlihan Lokey shares in Q2 2026, an estimated $25.1K.
  • Houlihan Lokey made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #292 holding.
  • Dynasty Wealth Management first reported a position in Houlihan Lokey in Q1 2024 and has held it in 10 quarters since.
  • Dynasty Wealth Management's Houlihan Lokey position peaked at $638K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.