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FWL Investment Management’s Houlihan Lokey HLI Stock Holding History

FWL Investment 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
Q2 		$18.5K Hold
138
– – ﹤0.01% 268
2026
Q1 		$19.8K Hold
138
– – ﹤0.01% 222
2025
Q4 		$24K Hold
138
– – 0.01% 211
2025
Q3 		$28.3K Hold
138
– – 0.01% 180
2025
Q2 		$24.8K Hold
138
– – 0.01% 190
2025
Q1 		$22.3K Hold
138
– – 0.01% 186
2024
Q4 		$24K Hold
138
– – 0.01% 194
2024
Q3 		$21.8K Buy
+138
New +$20.6K 0.01% 179

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 $3.38T AUM 44.17% 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

FWL Investment Management's HLI Position: Q2 2026 in Review

FWL Investment Management held its Houlihan Lokey (HLI) position steady in Q2 2026 at 138 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

FWL Investment Management first reported a position in HLI in Q3 2024 and has held it in 8 quarters since. The position peaked at $28.3K in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • FWL Investment Management held 138 shares of Houlihan Lokey worth $18.5K as of Q2 2026.
  • FWL Investment Management left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #268 holding.
  • FWL Investment Management first reported a position in Houlihan Lokey in Q3 2024 and has held it in 8 quarters since.
  • FWL Investment Management's Houlihan Lokey position peaked at $28.3K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.