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Golden State Wealth Management’s Houlihan Lokey HLI Stock Holding History

Golden State 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
Q2 		$20.8K Hold
154
– – ﹤0.01% 941
2026
Q1 		$22.1K Buy
154
+1
+0.7% +$165 ﹤0.01% 893
2025
Q4 		$26.7K Buy
153
+26
+20% +$4.77K ﹤0.01% 853
2025
Q3 		$26.1K Hold
127
– – ﹤0.01% 851
2025
Q2 		$22.9K Sell
127
-178
-58% -$29.9K ﹤0.01% 848
2025
Q1 		$49.3K Hold
305
– – 0.01% 601
2024
Q4 		$53K Buy
+305
New +$53.7K 0.01% 562

Other funds holding HLI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Golden State Wealth Management's HLI Position: Q2 2026 in Review

Golden State Wealth Management held its Houlihan Lokey (HLI) position steady in Q2 2026 at 154 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Golden State Wealth Management first reported a position in HLI in Q4 2024 and has held it in 7 quarters since. The position peaked at $53K in Q4 2024. 104 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Golden State Wealth Management held 154 shares of Houlihan Lokey worth $20.8K as of Q2 2026.
  • Golden State Wealth Management left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #941 holding.
  • Golden State Wealth Management first reported a position in Houlihan Lokey in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Houlihan Lokey position peaked at $53K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.