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Franklin, Parlapiano, Turner & Welch’s Houlihan Lokey HLI Stock Holding History

Franklin, Parlapiano, Turner & Welch’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 		$7.17M Buy
53,484
+520
+1% +$76.7K 1.62% 20
2026
Q1 		$8.38M Buy
52,964
+835
+2% +$137K 2% 17
2025
Q4 		$9.9M Sell
52,129
-1,978
-4% -$363K 2.46% 12
2025
Q3 		$11.1M Sell
54,107
-1,526
-3% -$299K 2.81% 6
2025
Q2 		$10M Sell
55,633
-941
-2% -$158K 2.61% 8
2025
Q1 		$9.14M Sell
56,574
-2,336
-4% -$401K 2.46% 10
2024
Q4 		$10.2M Sell
58,910
-6,823
-10% -$1.2M 2.77% 6
2024
Q3 		$10.4M Sell
65,733
-2,278
-3% -$340K 2.68% 8
2024
Q2 		$9.17M Sell
68,011
-6,581
-9% -$861K 2.54% 8
2024
Q1 		$9.56M Sell
74,592
-1,810
-2% -$224K 2.63% 9
2023
Q4 		$9.16M Sell
76,402
-4,334
-5% -$470K 2.63% 9
2023
Q3 		$8.65M Sell
80,736
-944
-1% -$97.3K 2.68% 8
2023
Q2 		$8.03M Buy
81,680
+1,032
+1% +$93.3K 2.38% 11
2023
Q1 		$7.06M Sell
80,648
-1,489
-2% -$140K 2.25% 19
2022
Q4 		$7.16M Sell
82,137
-7,867
-9% -$707K 2.35% 18
2022
Q3 		$6.79M Buy
90,004
+4,910
+6% +$398K 2.41% 10
2022
Q2 		$6.72M Buy
85,094
+4,763
+6% +$398K 2.27% 16
2022
Q1 		$7.05M Buy
+80,331
New +$8.27M 2.1% 17

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

Franklin, Parlapiano, Turner & Welch's HLI Position: Q2 2026 in Review

Franklin, Parlapiano, Turner & Welch increased its Houlihan Lokey (HLI) stake by 0.98% in Q2 2026, buying an estimated $76.7K and bringing the position to 53,484 shares worth $7.17M. The position accounts for 1.62% of the portfolio, ranked #20.

Franklin, Parlapiano, Turner & Welch first reported a position in HLI in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.1M in Q3 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Franklin, Parlapiano, Turner & Welch held 53,484 shares of Houlihan Lokey worth $7.17M as of Q2 2026.
  • Franklin, Parlapiano, Turner & Welch bought 520 Houlihan Lokey shares in Q2 2026, an estimated $76.7K.
  • Houlihan Lokey made up 1.62% of Franklin, Parlapiano, Turner & Welch's portfolio in Q2 2026, its #20 holding.
  • Franklin, Parlapiano, Turner & Welch first reported a position in Houlihan Lokey in Q1 2022 and has held it in 18 quarters since.
  • Franklin, Parlapiano, Turner & Welch's Houlihan Lokey position peaked at $11.1M in Q3 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2026, filed 9 Jul 2026.