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Fideuram - Intesa Sanpaolo Private Banking’s Houlihan Lokey HLI Stock Holding History

Fideuram - Intesa Sanpaolo Private Banking’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
Q1 		– Sell
-11,146
Closed -$1.94M – 492
2025
Q4 		$1.94M Buy
+11,146
New +$2.05M 0.07% 223

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VCM
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EARNEST Partners
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking's HLI Position: Q1 2026 in Review

Fideuram - Intesa Sanpaolo Private Banking sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 11,146 shares — an estimated $1.94M sold.

Fideuram - Intesa Sanpaolo Private Banking first reported a position in HLI in Q4 2025 and held it in 1 quarter. The position peaked at $1.94M in Q4 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Fideuram - Intesa Sanpaolo Private Banking reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Fideuram - Intesa Sanpaolo Private Banking sold 11,146 Houlihan Lokey shares in Q1 2026, an estimated $1.94M.
  • Fideuram - Intesa Sanpaolo Private Banking first reported a position in Houlihan Lokey in Q4 2025 and held it in 1 quarter.
  • Fideuram - Intesa Sanpaolo Private Banking's Houlihan Lokey position peaked at $1.94M in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Fideuram - Intesa Sanpaolo Private Banking's 13F filing for Q1 2026, filed 27 Apr 2026.