Envestnet Portfolio Solutions
HLI icon

Envestnet Portfolio Solutions’s Houlihan Lokey HLI Stock Holding History

Envestnet Portfolio Solutions’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 		$448K Sell
3,339
-2,660
-44% -$392K ﹤0.01% 1034
2026
Q1 		$862K Sell
5,999
-2,837
-32% -$467K ﹤0.01% 686
2025
Q4 		$1.54M Buy
8,836
+1,809
+26% +$332K 0.01% 620
2025
Q3 		$1.44M Sell
7,027
-1,387
-16% -$272K 0.01% 621
2025
Q2 		$1.51M Sell
8,414
-747
-8% -$125K 0.01% 656
2025
Q1 		$1.48M Sell
9,161
-2,361
-20% -$406K 0.01% 680
2024
Q4 		$2M Sell
11,522
-407
-3% -$71.7K 0.01% 667
2024
Q3 		$1.89M Buy
11,929
+313
+3% +$46.8K 0.01% 680
2024
Q2 		$1.57M Sell
11,616
-140
-1% -$18.3K 0.01% 713
2024
Q1 		$1.51M Buy
11,756
+26
+0.2% +$3.22K 0.01% 717
2023
Q4 		$1.41M Sell
11,730
-434
-4% -$47.1K 0.01% 692
2023
Q3 		$1.3M Buy
+12,164
New +$1.25M 0.01% 679

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

Envestnet Portfolio Solutions's HLI Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Houlihan Lokey (HLI) stake by 44% in Q2 2026, selling an estimated $392K and leaving 3,339 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Envestnet Portfolio Solutions first reported a position in HLI in Q3 2023 and has held it in 12 quarters since. The position peaked at $2M in Q4 2024. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,339 shares of Houlihan Lokey worth $448K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 2,660 Houlihan Lokey shares in Q2 2026, an estimated $392K.
  • Houlihan Lokey made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1034 holding.
  • Envestnet Portfolio Solutions first reported a position in Houlihan Lokey in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Houlihan Lokey position peaked at $2M in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.