Gibbs Wealth Management’s Houlihan Lokey HLI Stock Holding History

Gibbs Wealth 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	$1.21M	Sell	8,412 -349	-4%	-$57.4K	0.16%	125
2025 Q4	$1.59M	Sell	8,761 -1,618	-16%	-$297K	0.39%	49
2025 Q3	$2.13M	Buy	10,379 +3,524	+51%	+$691K	0.48%	40
2025 Q2	$1.23M	Buy	6,855 +1,002	+17%	+$168K	0.24%	93
2025 Q1	$945K	Buy	5,853 +1,239	+27%	+$213K	0.23%	100
2024 Q4	$801K	Buy	4,614 +730	+19%	+$129K	0.22%	99
2024 Q3	$614K	Buy	3,884 +423	+12%	+$63.2K	0.2%	117
2024 Q2	$467K	Buy	3,461 +1,163	+51%	+$152K	0.19%	125
2024 Q1	$295K	Buy	+2,298	New	+$284K	0.17%	140

Other funds holding HLI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gibbs Wealth Management's HLI Position: Q1 2026 in Review

Gibbs Wealth Management reduced its Houlihan Lokey (HLI) stake by 4% in Q1 2026, selling an estimated $57.4K and leaving 8,412 shares worth $1.21M. The position accounts for 0.16% of the portfolio, ranked #125.

Gibbs Wealth Management first reported a position in HLI in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.13M in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

Gibbs Wealth Management held 8,412 shares of Houlihan Lokey worth $1.21M as of Q1 2026.
Gibbs Wealth Management sold 349 Houlihan Lokey shares in Q1 2026, an estimated $57.4K.
Houlihan Lokey made up 0.16% of Gibbs Wealth Management's portfolio in Q1 2026, its #125 holding.
Gibbs Wealth Management first reported a position in Houlihan Lokey in Q1 2024 and has held it in 9 quarters since.
Gibbs Wealth Management's Houlihan Lokey position peaked at $2.13M in Q3 2025.
544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.