Envestnet Asset Management’s Houlihan Lokey HLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $38.7M | Sell |
288,794
-40,647
| -12% | -$6M | 0.01% | 1004 |
|
|
2026
Q1 | $47.3M | Sell |
329,441
-13,973
| -4% | -$2.3M | 0.01% | 833 |
|
|
2025
Q4 | $59.8M | Sell |
343,414
-62,476
| -15% | -$11.5M | 0.02% | 657 |
|
|
2025
Q3 | $83.3M | Sell |
405,890
-35,066
| -8% | -$6.88M | 0.02% | 567 |
|
|
2025
Q2 | $79.3M | Sell |
440,956
-54,283
| -11% | -$9.12M | 0.02% | 578 |
|
|
2025
Q1 | $80M | Sell |
495,239
-24,184
| -5% | -$4.15M | 0.03% | 537 |
|
|
2024
Q4 | $90.2M | Sell |
519,423
-13,659
| -3% | -$2.41M | 0.03% | 499 |
|
|
2024
Q3 | $84.2M | Buy |
533,082
+50,303
| +10% | +$7.51M | 0.03% | 531 |
|
|
2024
Q2 | $65.1M | Buy |
482,779
+19,229
| +4% | +$2.52M | 0.02% | 573 |
|
|
2024
Q1 | $59.4M | Sell |
463,550
-17,222
| -4% | -$2.13M | 0.02% | 601 |
|
|
2023
Q4 | $57.6M | Buy |
480,772
+10,595
| +2% | +$1.15M | 0.02% | 558 |
|
|
2023
Q3 | $50.4M | Buy |
470,177
+204,583
| +77% | +$21.1M | 0.02% | 576 |
|
|
2023
Q2 | $26.1M | Buy |
265,594
+11,949
| +5% | +$1.08M | 0.01% | 808 |
|
|
2023
Q1 | $22.2M | Buy |
253,645
+5,478
| +2% | +$515K | 0.01% | 830 |
|
|
2022
Q4 | $21.6M | Buy |
248,167
+903
| +0.4% | +$81.2K | 0.01% | 820 |
|
|
2022
Q3 | $18.6M | Sell |
247,264
-1
| -0% | -$81 | 0.01% | 818 |
|
|
2022
Q2 | $19.5M | Buy |
247,265
+4,890
| +2% | +$409K | 0.01% | 798 |
|
|
2022
Q1 | $21.3M | Buy |
242,375
+10,127
| +4% | +$1.04M | 0.01% | 826 |
|
|
2021
Q4 | $24M | Sell |
232,248
-21,125
| -8% | -$2.26M | 0.01% | 760 |
|
|
2021
Q3 | $23.3M | Buy |
253,373
+12,211
| +5% | +$1.07M | 0.01% | 727 |
|
|
2021
Q2 | $19.7M | Buy |
241,162
+23,915
| +11% | +$1.73M | 0.01% | 795 |
|
|
2021
Q1 | $14.4M | Buy |
217,247
+44,559
| +26% | +$3.01M | 0.01% | 854 |
|
|
2020
Q4 | $11.6M | Buy |
172,688
+1,854
| +1% | +$120K | 0.01% | 841 |
|
|
2020
Q3 | $10.1M | Buy |
170,834
+24,907
| +17% | +$1.43M | 0.01% | 813 |
|
|
2020
Q2 | $8.12M | Buy |
145,927
+12,230
| +9% | +$713K | 0.01% | 869 |
|
|
2020
Q1 | $6.97M | Buy |
133,697
+22,512
| +20% | +$1.17M | 0.01% | 831 |
|
|
2019
Q4 | $5.43M | Buy |
111,185
+12,181
| +12% | +$575K | 0.01% | 1088 |
|
|
2019
Q3 | $4.46M | Buy |
99,004
+10,329
| +12% | +$457K | ﹤0.01% | 1125 |
|
|
2019
Q2 | $3.95M | Buy |
88,675
+17,973
| +25% | +$840K | 0.01% | 1189 |
|
|
2019
Q1 | $3.24M | Buy |
70,702
+22,941
| +48% | +$1.01M | ﹤0.01% | 1230 |
|
|
2018
Q4 | $1.76M | Buy |
+47,761
| New | +$1.95M | ﹤0.01% | 1401 |
|
|
2018
Q3 | – | Sell |
-5,291
| Closed | -$270K | – | 1838 |
|
|
2018
Q2 | $270K | Buy |
5,291
+762
| +17% | +$36.4K | ﹤0.01% | 1548 |
|
|
2018
Q1 | $202K | Buy |
4,529
+1,905
| +73% | +$90.2K | ﹤0.01% | 1582 |
|
|
2017
Q4 | $119K | Buy |
2,624
+2,446
| +1,374% | +$105K | ﹤0.01% | 2045 |
|
|
2017
Q3 | $7K | Sell |
178
-142
| -44% | -$5.19K | ﹤0.01% | 2657 |
|
|
2017
Q2 | $11K | Buy |
320
+208
| +186% | +$7.06K | ﹤0.01% | 2696 |
|
|
2017
Q1 | $4K | Hold |
112
| – | – | ﹤0.01% | 2931 |
|
|
2016
Q4 | $4K | Buy |
+112
| New | +$3.04K | ﹤0.01% | 2910 |
|
Other funds holding HLI
Envestnet Asset Management's HLI Position: Q2 2026 in Review
Envestnet Asset Management reduced its Houlihan Lokey (HLI) stake by 12% in Q2 2026, selling an estimated $6M and leaving 288,794 shares worth $38.7M. The position accounts for 0.01% of the portfolio, ranked #1004.
Envestnet Asset Management first reported a position in HLI in Q4 2016 and has held it in 38 quarters since. The position peaked at $90.2M in Q4 2024. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.
- Envestnet Asset Management held 288,794 shares of Houlihan Lokey worth $38.7M as of Q2 2026.
- Envestnet Asset Management sold 40,647 Houlihan Lokey shares in Q2 2026, an estimated $6M.
- Houlihan Lokey made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1004 holding.
- Envestnet Asset Management first reported a position in Houlihan Lokey in Q4 2016 and has held it in 38 quarters since.
- Envestnet Asset Management's Houlihan Lokey position peaked at $90.2M in Q4 2024.
- 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.