HWA
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HHM Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

HHM Wealth Advisors’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 		$13.9K Hold
104
– – ﹤0.01% 583
2026
Q1 		$14.9K Hold
104
– – ﹤0.01% 558
2025
Q4 		$18.1K Hold
104
– – ﹤0.01% 516
2025
Q3 		$21.4K Hold
104
– – ﹤0.01% 505
2025
Q2 		$18.7K Hold
104
– – ﹤0.01% 521
2025
Q1 		$16.8K Hold
104
– – ﹤0.01% 521
2024
Q4 		$18.1K Hold
104
– – ﹤0.01% 514
2024
Q3 		$16.4K Hold
104
– – ﹤0.01% 498
2024
Q2 		$14K Hold
104
– – ﹤0.01% 501
2024
Q1 		$13.3K Hold
104
– – ﹤0.01% 479
2023
Q4 		$12.5K Hold
104
– – ﹤0.01% 485
2023
Q3 		$11.1K Hold
104
– – ﹤0.01% 489
2023
Q2 		$10.2K Hold
104
– – ﹤0.01% 523
2023
Q1 		$9.1K Buy
+104
New +$9.79K ﹤0.01% 544

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

HHM Wealth Advisors's HLI Position: Q2 2026 in Review

HHM Wealth Advisors held its Houlihan Lokey (HLI) position steady in Q2 2026 at 104 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

HHM Wealth Advisors first reported a position in HLI in Q1 2023 and has held it in 14 quarters since. The position peaked at $21.4K in Q3 2025. 123 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • HHM Wealth Advisors held 104 shares of Houlihan Lokey worth $13.9K as of Q2 2026.
  • HHM Wealth Advisors left its Houlihan Lokey share count unchanged in Q2 2026.
  • Houlihan Lokey made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #583 holding.
  • HHM Wealth Advisors first reported a position in Houlihan Lokey in Q1 2023 and has held it in 14 quarters since.
  • HHM Wealth Advisors's Houlihan Lokey position peaked at $21.4K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.