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Fourth Dimension Wealth’s Houlihan Lokey HLI Stock Holding History

Fourth Dimension Wealth’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 		$2.95K Hold
22
– – ﹤0.01% 580
2026
Q1 		$3.16K Sell
22
-1,153
-98% -$190K ﹤0.01% 506
2025
Q4 		$205K Sell
1,175
-23
-2% -$4.22K 0.07% 134
2025
Q3 		$246K Buy
1,198
+300
+33% +$58.8K 0.09% 117
2025
Q2 		$162K Buy
+898
New +$151K 0.07% 141

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

Fourth Dimension Wealth's HLI Position: Q2 2026 in Review

Fourth Dimension Wealth held its Houlihan Lokey (HLI) position steady in Q2 2026 at 22 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Fourth Dimension Wealth first reported a position in HLI in Q2 2025 and has held it in 5 quarters since. The position peaked at $246K in Q3 2025. 514 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Fourth Dimension Wealth held 22 shares of Houlihan Lokey worth $2.95K as of Q2 2026.
  • Fourth Dimension Wealth left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #580 holding.
  • Fourth Dimension Wealth first reported a position in Houlihan Lokey in Q2 2025 and has held it in 5 quarters since.
  • Fourth Dimension Wealth's Houlihan Lokey position peaked at $246K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.