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HB Wealth Management’s Houlihan Lokey HLI Stock Holding History

HB 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 		$238K Buy
1,773
+143
+9% +$21.1K ﹤0.01% 1505
2026
Q1 		$234K Buy
1,630
+136
+9% +$22.4K ﹤0.01% 1358
2025
Q4 		$260K Buy
1,494
+327
+28% +$60K ﹤0.01% 1210
2025
Q3 		$240K Buy
+1,167
New +$229K ﹤0.01% 1185

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

HB Wealth Management's HLI Position: Q2 2026 in Review

HB Wealth Management increased its Houlihan Lokey (HLI) stake by 8.8% in Q2 2026, buying an estimated $21.1K and bringing the position to 1,773 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

HB Wealth Management first reported a position in HLI in Q3 2025 and has held it in 4 quarters since. The position peaked at $260K in Q4 2025. 515 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • HB Wealth Management held 1,773 shares of Houlihan Lokey worth $238K as of Q2 2026.
  • HB Wealth Management bought 143 Houlihan Lokey shares in Q2 2026, an estimated $21.1K.
  • Houlihan Lokey made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1505 holding.
  • HB Wealth Management first reported a position in Houlihan Lokey in Q3 2025 and has held it in 4 quarters since.
  • HB Wealth Management's Houlihan Lokey position peaked at $260K in Q4 2025.
  • 515 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.