FFO
HLI icon

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
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

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VPM
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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