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Hutchens & Kramer Investment Management Group’s Houlihan Lokey HLI Stock Holding History

Hutchens & Kramer Investment Management Group’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
Q1 		– Sell
-1,787
Closed -$311K – 169
2025
Q4 		$311K Hold
1,787
– – 0.11% 120
2025
Q3 		$367K Buy
1,787
+327
+22% +$64.1K 0.14% 99
2025
Q2 		$265K Sell
1,460
-20
-1% -$3.36K 0.12% 128
2025
Q1 		$239K Hold
1,480
– – 0.13% 131
2024
Q4 		$257K Sell
1,480
-4
-0.3% -$704 0.14% 118
2024
Q3 		$237K Buy
+1,484
New +$222K 0.13% 136

Other funds holding HLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's HLI Position: Q1 2026 in Review

Hutchens & Kramer Investment Management Group sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,787 shares — an estimated $311K sold.

Hutchens & Kramer Investment Management Group first reported a position in HLI in Q3 2024 and held it in 6 quarters. The position peaked at $367K in Q3 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Hutchens & Kramer Investment Management Group reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Hutchens & Kramer Investment Management Group sold 1,787 Houlihan Lokey shares in Q1 2026, an estimated $311K.
  • Hutchens & Kramer Investment Management Group first reported a position in Houlihan Lokey in Q3 2024 and held it in 6 quarters.
  • Hutchens & Kramer Investment Management Group's Houlihan Lokey position peaked at $367K in Q3 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q1 2026, filed 15 Apr 2026.