Essential Partners’s Houlihan Lokey HLI Stock Holding History

Essential 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	$22.4K	Sell	177 -248	-58%	-$33K	0.01%	873
2026 Q2	$57K	Buy	425 +415	+4,150%	+$61.2K	0.03%	576
2026 Q1	$1.44K	Sell	10 -13	-57%	-$2.14K	﹤0.01%	2119
2025 Q4	$4.01K	Sell	23 -67	-74%	-$12.3K	﹤0.01%	1521
2025 Q3	$18.5K	Buy	90 +80	+800%	+$15.7K	0.01%	918
2025 Q2	$1.8K	Buy	+10	New	+$1.68K	﹤0.01%	1345

Other funds holding HLI

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

SWM

Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Essential Partners's HLI Position: Q3 2026 in Review

Essential Partners reduced its Houlihan Lokey (HLI) stake by 58% in Q3 2026, selling an estimated $33K and leaving 177 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #873.

Essential Partners first reported a position in HLI in Q2 2025 and has held it in 6 quarters since. The position peaked at $57K in Q2 2026. 54 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

Essential Partners held 177 shares of Houlihan Lokey worth $22.4K as of Q3 2026.
Essential Partners sold 248 Houlihan Lokey shares in Q3 2026, an estimated $33K.
Houlihan Lokey made up 0.01% of Essential Partners's portfolio in Q3 2026, its #873 holding.
Essential Partners first reported a position in Houlihan Lokey in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Houlihan Lokey position peaked at $57K in Q2 2026.
54 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.