EWP
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Elevation Wealth Partners’s Houlihan Lokey HLI Stock Holding History

Elevation Wealth 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
Q3 		$5.18K Buy
+41
New +$5.46K ﹤0.01% 1093
2026
Q2 		– Sell
-27
Closed -$3.88K – 1327
2026
Q1 		$3.88K Buy
+27
New +$4.44K ﹤0.01% 775

Other funds holding HLI

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's HLI Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Houlihan Lokey (HLI) in Q3 2026: 41 shares worth $5.18K. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in HLI as recently as Q1 2026.

Elevation Wealth Partners first reported a position in HLI in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • Elevation Wealth Partners held 41 shares of Houlihan Lokey worth $5.18K as of Q3 2026.
  • Houlihan Lokey was a new Elevation Wealth Partners position in Q3 2026.
  • Houlihan Lokey made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1093 holding.
  • Elevation Wealth Partners first reported a position in Houlihan Lokey in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.