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Impact Partnership Wealth’s Houlihan Lokey HLI Stock Holding History

Impact Partnership Wealth’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
-3,930
Closed -$685K – 400
2025
Q4 		$685K Buy
+3,930
New +$721K 0.09% 155
2024
Q2 		– Sell
-867
Closed -$111K – 417
2024
Q1 		$111K Buy
867
+16
+2% +$1.98K 0.04% 244
2023
Q4 		$102K Buy
+851
New +$92.3K 0.04% 245

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

Impact Partnership Wealth's HLI Position: Q1 2026 in Review

Impact Partnership Wealth sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 3,930 shares — an estimated $685K sold.

Impact Partnership Wealth first reported a position in HLI in Q4 2023 and held it in 3 quarters. The position peaked at $685K in Q4 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Impact Partnership Wealth reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,930 Houlihan Lokey shares in Q1 2026, an estimated $685K.
  • Impact Partnership Wealth first reported a position in Houlihan Lokey in Q4 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Houlihan Lokey position peaked at $685K in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.