EWA
HLI icon

EverSource Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

EverSource Wealth Advisors’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 		$344K Sell
2,565
-257
-9% -$37.9K 0.01% 742
2026
Q1 		$405K Buy
2,822
+344
+14% +$56.6K 0.01% 699
2025
Q4 		$432K Sell
2,478
-49
-2% -$8.99K 0.02% 588
2025
Q3 		$519K Buy
2,527
+128
+5% +$25.1K 0.02% 490
2025
Q2 		$432K Buy
2,399
+351
+17% +$59K 0.02% 514
2025
Q1 		$331K Buy
2,048
+290
+16% +$49.8K 0.02% 487
2024
Q4 		$305K Buy
1,758
+314
+22% +$55.3K 0.02% 500
2024
Q3 		$228K Sell
1,444
-166
-10% -$24.8K 0.01% 520
2024
Q2 		$242K Buy
1,610
+272
+20% +$35.6K 0.02% 494
2024
Q1 		$171K Buy
1,338
+199
+17% +$24.6K 0.01% 543
2023
Q4 		$137K Buy
1,139
+123
+12% +$13.3K 0.01% 541
2023
Q3 		$109K Buy
1,016
+173
+21% +$17.8K 0.01% 545
2023
Q2 		$82.9K Sell
843
-167
-17% -$15.1K 0.01% 647
2023
Q1 		$88.4K Buy
1,010
+18
+2% +$1.69K 0.01% 581
2022
Q4 		$86.5K Buy
992
+804
+428% +$72.3K 0.01% 555
2022
Q3 		$14K Buy
188
+88
+88% +$7.13K ﹤0.01% 1018
2022
Q2 		$8K Hold
100
– – ﹤0.01% 1109
2022
Q1 		$9K Buy
+100
New +$10.3K ﹤0.01% 1014

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

EverSource Wealth Advisors's HLI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Houlihan Lokey (HLI) stake by 9.1% in Q2 2026, selling an estimated $37.9K and leaving 2,565 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #742.

EverSource Wealth Advisors first reported a position in HLI in Q1 2022 and has held it in 18 quarters since. The position peaked at $519K in Q3 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • EverSource Wealth Advisors held 2,565 shares of Houlihan Lokey worth $344K as of Q2 2026.
  • EverSource Wealth Advisors sold 257 Houlihan Lokey shares in Q2 2026, an estimated $37.9K.
  • Houlihan Lokey made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #742 holding.
  • EverSource Wealth Advisors first reported a position in Houlihan Lokey in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Houlihan Lokey position peaked at $519K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.