EI
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Ethic Inc’s Houlihan Lokey HLI Stock Holding History

Ethic Inc’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
-2,802
Closed -$402K – 1392
2026
Q1 		$402K Sell
2,802
-1,225
-30% -$202K 0.01% 953
2025
Q4 		$701K Sell
4,027
-398
-9% -$73.1K 0.01% 745
2025
Q3 		$909K Sell
4,425
-840
-16% -$165K 0.01% 659
2025
Q2 		$961K Buy
5,265
+276
+6% +$46.4K 0.02% 626
2025
Q1 		$819K Buy
4,989
+203
+4% +$34.9K 0.02% 642
2024
Q4 		$831K Buy
+4,786
New +$843K 0.02% 648

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Ethic Inc's HLI Position: Q2 2026 in Review

Ethic Inc sold out of Houlihan Lokey (HLI) in Q2 2026, closing a stake of 2,802 shares — an estimated $402K sold.

Ethic Inc first reported a position in HLI in Q4 2024 and held it in 6 quarters. The position peaked at $961K in Q2 2025. 151 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Ethic Inc reported no remaining Houlihan Lokey position as of Q2 2026 after selling out during the quarter.
  • Ethic Inc sold 2,802 Houlihan Lokey shares in Q2 2026, an estimated $402K.
  • Ethic Inc first reported a position in Houlihan Lokey in Q4 2024 and held it in 6 quarters.
  • Ethic Inc's Houlihan Lokey position peaked at $961K in Q2 2025.
  • 151 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.