Edgestream Partners’s Houlihan Lokey HLI Stock Holding History

Edgestream Partners’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	-55,338	Closed	-$7.95M	–	1044
2026 Q1	$7.95M	Buy	55,338 +46,277	+511%	+$7.61M	0.26%	86
2025 Q4	$1.58M	Buy	+9,061	New	+$1.66M	0.04%	590
2025 Q3	–	Sell	-68,803	Closed	-$12.4M	–	958
2025 Q2	$12.4M	Buy	68,803 +50,819	+283%	+$8.54M	0.34%	35
2025 Q1	$2.9M	Sell	17,984 -16,155	-47%	-$2.77M	0.1%	387
2024 Q4	$5.93M	Buy	34,139 +25,378	+290%	+$4.47M	0.25%	101
2024 Q3	$1.38M	Sell	8,761 -49,311	-85%	-$7.37M	0.06%	504
2024 Q2	$7.83M	Buy	58,072 +12,058	+26%	+$1.58M	0.38%	33
2024 Q1	$5.9M	Buy	46,014 +30,355	+194%	+$3.76M	0.29%	71
2023 Q4	$1.88M	Buy	15,659 +9,145	+140%	+$991K	0.14%	259
2023 Q3	$698K	Sell	6,514 -28,597	-81%	-$2.95M	0.06%	508
2023 Q2	$3.45M	Buy	+35,111	New	+$3.18M	0.31%	55

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

Edgestream Partners's HLI Position: Q2 2026 in Review

Edgestream Partners sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 55,338 shares — an estimated $7.95M sold.

Edgestream Partners first reported a position in HLI in Q2 2023 and held it in 11 quarters. The position peaked at $12.4M in Q2 2025. 517 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

Edgestream Partners reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 55,338 Houlihan Lokey shares in Q2 2026, an estimated $7.95M.
Edgestream Partners first reported a position in Houlihan Lokey in Q2 2023 and held it in 11 quarters.
Edgestream Partners's Houlihan Lokey position peaked at $12.4M in Q2 2025.
517 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.