FFO
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Fortitude Family Office’s Houlihan Lokey HLI Stock Holding History

Fortitude Family Office’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 		$13.5K Sell
107
-16
-13% -$2.13K ﹤0.01% 1058
2026
Q2 		$16.5K Buy
123
+8
+7% +$1.18K ﹤0.01% 593
2026
Q1 		$16.5K Buy
115
+5
+5% +$823 ﹤0.01% 481
2025
Q4 		$19.2K Buy
110
+1
+0.9% +$184 ﹤0.01% 414
2025
Q3 		$22.4K Hold
109
– – 0.01% 370
2025
Q2 		$19.6K Buy
109
+10
+10% +$1.68K 0.01% 381
2025
Q1 		$16K Hold
99
– – 0.01% 437
2024
Q4 		$17.2K Hold
99
– – 0.01% 490
2024
Q3 		$15.6K Hold
99
– – 0.01% 473
2024
Q2 		$13.4K Hold
99
– – 0.01% 362
2024
Q1 		$12.7K Hold
99
– – 0.01% 346
2023
Q4 		$11.9K Buy
+99
New +$10.7K 0.01% 382

Other funds holding HLI

Fenimore Asset Management
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
AP
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
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
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Fortitude Family Office's HLI Position: Q3 2026 in Review

Fortitude Family Office reduced its Houlihan Lokey (HLI) stake by 13% in Q3 2026, selling an estimated $2.13K and leaving 107 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Fortitude Family Office first reported a position in HLI in Q4 2023 and has held it in 12 quarters since. The position peaked at $22.4K in Q3 2025. 55 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

  • Fortitude Family Office held 107 shares of Houlihan Lokey worth $13.5K as of Q3 2026.
  • Fortitude Family Office sold 16 Houlihan Lokey shares in Q3 2026, an estimated $2.13K.
  • Houlihan Lokey made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1058 holding.
  • Fortitude Family Office first reported a position in Houlihan Lokey in Q4 2023 and has held it in 12 quarters since.
  • Fortitude Family Office's Houlihan Lokey position peaked at $22.4K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.