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Forum Financial Management’s Houlihan Lokey HLI Stock Holding History

Forum Financial Management’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
-1,352
Closed -$236K – 629
2025
Q4 		$236K Sell
1,352
-20
-1% -$3.67K ﹤0.01% 877
2025
Q3 		$282K Buy
1,372
+231
+20% +$45.3K ﹤0.01% 780
2025
Q2 		$205K Buy
+1,141
New +$192K ﹤0.01% 892

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forum Financial Management's HLI Position: Q1 2026 in Review

Forum Financial Management sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,352 shares — an estimated $236K sold.

Forum Financial Management first reported a position in HLI in Q2 2025 and held it in 3 quarters. The position peaked at $282K in Q3 2025. 547 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Forum Financial Management reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,352 Houlihan Lokey shares in Q1 2026, an estimated $236K.
  • Forum Financial Management first reported a position in Houlihan Lokey in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Houlihan Lokey position peaked at $282K in Q3 2025.
  • 547 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.