Galvin Gaustad & Stein’s Houlihan Lokey HLI Stock Holding History

Galvin Gaustad & Stein’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 Q3	$253K	Buy	+2,000	New	+$266K	0.02%	238
2022 Q2	–	Sell	-3,802	Closed	-$334K	–	171
2022 Q1	$334K	Sell	3,802 -718	-16%	-$73.9K	0.03%	139
2021 Q4	$468K	Sell	4,520 -237	-5%	-$25.3K	0.04%	129
2021 Q3	$438K	Buy	4,757 +15	+0.3%	+$1.31K	0.04%	132
2021 Q2	$388K	Sell	4,742 -723	-13%	-$52.3K	0.04%	145
2021 Q1	$363K	Buy	5,465 +19	+0.3%	+$1.28K	0.04%	146
2020 Q4	$366K	Buy	+5,446	New	+$353K	0.04%	143

Other funds holding HLI

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

BAM

Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Galvin Gaustad & Stein's HLI Position: Q3 2026 in Review

Galvin Gaustad & Stein opened a new position in Houlihan Lokey (HLI) in Q3 2026: 2,000 shares worth $253K. The stake represents 0.02% of the portfolio and ranks #238 among its holdings. This is a return to the name: Galvin Gaustad & Stein previously reported a position in HLI as recently as Q1 2022.

Galvin Gaustad & Stein first reported a position in HLI in Q4 2020 and has held it in 7 quarters since. The position peaked at $468K in Q4 2021. 22 funds tracked by Wall St. Rank hold HLI as of Q3 2026.

Galvin Gaustad & Stein held 2,000 shares of Houlihan Lokey worth $253K as of Q3 2026.
Houlihan Lokey was a new Galvin Gaustad & Stein position in Q3 2026.
Houlihan Lokey made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #238 holding.
Galvin Gaustad & Stein first reported a position in Houlihan Lokey in Q4 2020 and has held it in 7 quarters since.
Galvin Gaustad & Stein's Houlihan Lokey position peaked at $468K in Q4 2021.
22 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.