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Global Retirement Partners’s Houlihan Lokey HLI Stock Holding History

Global Retirement Partners’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 		$183K Buy
+1,366
New +$202K ﹤0.01% 1634
2025
Q4 		$303K Buy
1,741
+329
+23% +$60.4K 0.01% 1240
2025
Q3 		$290K Buy
1,412
+191
+16% +$37.4K 0.01% 992
2025
Q2 		$220K Buy
+1,221
New +$205K 0.01% 1040
2024
Q4 		$131K Sell
753
-31
-4% -$5.46K ﹤0.01% 1143
2024
Q3 		$124K Sell
784
-218
-22% -$32.6K ﹤0.01% 1132
2024
Q2 		$135K Buy
1,002
+496
+98% +$64.9K ﹤0.01% 1053
2024
Q1 		$64.8K Sell
506
-35
-6% -$4.33K ﹤0.01% 1286
2023
Q4 		$63.4K Sell
541
-212
-28% -$23K ﹤0.01% 1257
2023
Q3 		$79.1K Buy
753
+109
+17% +$11.2K ﹤0.01% 1028
2023
Q2 		$63.3K Buy
644
+7
+1% +$633 ﹤0.01% 1157
2023
Q1 		$55.7K Buy
637
+115
+22% +$10.8K ﹤0.01% 1186
2022
Q4 		$45.5K Hold
522
– – ﹤0.01% 1128
2022
Q3 		$47K Hold
522
– – ﹤0.01% 1036
2022
Q2 		$41K Hold
522
– – ﹤0.01% 1060
2022
Q1 		$43K Buy
522
+386
+284% +$39.7K ﹤0.01% 1051
2021
Q4 		$14K Sell
136
-8
-6% -$854 0.01% 135
2021
Q3 		$13K Buy
144
+40
+38% +$3.5K ﹤0.01% 1338
2021
Q2 		$9K Hold
104
– – ﹤0.01% 1396
2021
Q1 		$7K Hold
104
– – ﹤0.01% 1386
2020
Q4 		$7K Hold
104
– – ﹤0.01% 1355
2020
Q3 		$6K Hold
104
– – ﹤0.01% 1277
2020
Q2 		$6K Hold
104
– – ﹤0.01% 1242
2020
Q1 		$5K Hold
104
– – ﹤0.01% 1220
2019
Q4 		$5K Buy
+104
New +$4.91K ﹤0.01% 1333
2018
Q1 		– Sell
-39
Closed -$2K – 1508
2017
Q4 		$2K Buy
+39
New +$1.67K ﹤0.01% 1303

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

Global Retirement Partners's HLI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Houlihan Lokey (HLI) in Q2 2026: 1,366 shares worth $183K. The stake represents ﹤0.01% of the portfolio and ranks #1634 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in HLI as recently as Q4 2025.

Global Retirement Partners first reported a position in HLI in Q4 2017 and has held it in 26 quarters since. The position peaked at $303K in Q4 2025. 518 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Global Retirement Partners held 1,366 shares of Houlihan Lokey worth $183K as of Q2 2026.
  • Houlihan Lokey was a new Global Retirement Partners position in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1634 holding.
  • Global Retirement Partners first reported a position in Houlihan Lokey in Q4 2017 and has held it in 26 quarters since.
  • Global Retirement Partners's Houlihan Lokey position peaked at $303K in Q4 2025.
  • 518 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.