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Independent Advisor Alliance’s Houlihan Lokey HLI Stock Holding History

Independent Advisor Alliance’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
-1,220
Closed -$213K – 1627
2025
Q4 		$213K Buy
1,220
+43
+4% +$7.89K 0.01% 919
2025
Q3 		$242K Buy
1,177
+36
+3% +$7.06K 0.01% 828
2025
Q2 		$205K Buy
+1,141
New +$192K 0.01% 837

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

Independent Advisor Alliance's HLI Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,220 shares — an estimated $213K sold.

Independent Advisor Alliance first reported a position in HLI in Q2 2025 and held it in 3 quarters. The position peaked at $242K in Q3 2025. 546 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,220 Houlihan Lokey shares in Q1 2026, an estimated $213K.
  • Independent Advisor Alliance first reported a position in Houlihan Lokey in Q2 2025 and held it in 3 quarters.
  • Independent Advisor Alliance's Houlihan Lokey position peaked at $242K in Q3 2025.
  • 546 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.