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Glenmede Trust’s Houlihan Lokey HLI Stock Holding History

Glenmede Trust’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 		$298K Buy
2,074
+45
+2% +$7.4K ﹤0.01% 1161
2025
Q4 		$353K Buy
+2,029
New +$372K ﹤0.01% 1070
2025
Q1 		$511K Sell
3,161
-23
-0.7% -$3.95K ﹤0.01% 905
2024
Q4 		$553K Sell
3,184
-434
-12% -$76.4K ﹤0.01% 899
2024
Q3 		$572K Buy
3,618
+419
+13% +$62.6K ﹤0.01% 893
2024
Q2 		$431K Buy
3,199
+835
+35% +$109K ﹤0.01% 958
2024
Q1 		$303K Sell
2,364
-101
-4% -$12.5K ﹤0.01% 1057
2023
Q4 		$296K Sell
2,465
-74
-3% -$8.02K ﹤0.01% 1034
2023
Q3 		$272K Sell
2,539
-304
-11% -$31.3K ﹤0.01% 1028
2023
Q2 		$249K Hold
2,843
– – ﹤0.01% 1038
2023
Q1 		$249K Buy
2,843
+54
+2% +$5.08K ﹤0.01% 1043
2022
Q4 		$243K Sell
2,789
-1,898
-40% -$171K ﹤0.01% 1038
2022
Q3 		$353K Buy
+4,687
New +$380K ﹤0.01% 905
2022
Q2 		– Sell
-3,357
Closed -$294K – 1328
2022
Q1 		$294K Sell
3,357
-11,288
-77% -$1.16M ﹤0.01% 1036
2021
Q4 		$1.51M Sell
14,645
-22
-0.1% -$2.35K 0.01% 632
2021
Q3 		$1.35M Buy
14,667
+429
+3% +$37.6K 0.01% 621
2021
Q2 		$1.16M Sell
14,238
-174
-1% -$12.6K 0.01% 662
2021
Q1 		$958K Buy
14,412
+1,722
+14% +$116K 0.01% 693
2020
Q4 		$853K Buy
12,690
+2,170
+21% +$141K ﹤0.01% 709
2020
Q3 		$621K Buy
10,520
+2,471
+31% +$142K ﹤0.01% 724
2020
Q2 		$447K Buy
8,049
+5,067
+170% +$295K ﹤0.01% 794
2020
Q1 		$145K Hold
2,982
– – ﹤0.01% 1300
2019
Q4 		$145K Buy
+2,982
New +$141K ﹤0.01% 1300

Other funds holding HLI

BlackRock
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
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glenmede Trust's HLI Position: Q1 2026 in Review

Glenmede Trust increased its Houlihan Lokey (HLI) stake by 2.2% in Q1 2026, buying an estimated $7.4K and bringing the position to 2,074 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Glenmede Trust first reported a position in HLI in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.51M in Q4 2021. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Glenmede Trust held 2,074 shares of Houlihan Lokey worth $298K as of Q1 2026.
  • Glenmede Trust bought 45 Houlihan Lokey shares in Q1 2026, an estimated $7.4K.
  • Houlihan Lokey made up ﹤0.01% of Glenmede Trust's portfolio in Q1 2026, its #1161 holding.
  • Glenmede Trust first reported a position in Houlihan Lokey in Q4 2019 and has held it in 23 quarters since.
  • Glenmede Trust's Houlihan Lokey position peaked at $1.51M in Q4 2021.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Glenmede Trust's 13F filing for Q1 2026, filed 26 May 2026.