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Hemington Wealth Management’s Houlihan Lokey HLI Stock Holding History

Hemington 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
2025
Q3 		$14K Buy
71
+7
+11% +$1.37K ﹤0.01% 770
2025
Q2 		$11K Buy
64
+10
+19% +$1.68K ﹤0.01% 810
2025
Q1 		$8K Buy
54
+13
+32% +$2.23K ﹤0.01% 884
2024
Q4 		$7K Buy
41
+16
+64% +$2.82K ﹤0.01% 894
2024
Q3 		$4K Buy
+25
New +$3.73K ﹤0.01% 1005

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Hemington Wealth Management's HLI Position: Q3 2025 in Review

Hemington Wealth Management increased its Houlihan Lokey (HLI) stake by 11% in Q3 2025, buying an estimated $1.37K and bringing the position to 71 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Hemington Wealth Management first reported a position in HLI in Q3 2024 and has held it in 5 quarters since. 552 funds tracked by Wall St. Rank hold HLI as of Q3 2025.

  • Hemington Wealth Management held 71 shares of Houlihan Lokey worth $14K as of Q3 2025.
  • Hemington Wealth Management bought 7 Houlihan Lokey shares in Q3 2025, an estimated $1.37K.
  • Houlihan Lokey made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #770 holding.
  • Hemington Wealth Management first reported a position in Houlihan Lokey in Q3 2024 and has held it in 5 quarters since.
  • 552 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.