Iron Horse Wealth Management’s Houlihan Lokey HLI Stock Holding History

Iron Horse 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 Q2	$17.3K	Hold	96	–	–	0.01%	229
2025 Q1	$15.5K	Hold	96	–	–	0.01%	224
2024 Q4	$16.7K	Hold	96	–	–	0.01%	201
2024 Q3	$15.2K	Hold	96	–	–	0.01%	206
2024 Q2	$12.9K	Hold	96	–	–	﹤0.01%	195
2024 Q1	$12.3K	Hold	96	–	–	﹤0.01%	181
2023 Q4	$11.5K	Hold	96	–	–	0.01%	175
2023 Q3	$10.3K	Buy	+96	New	+$9.9K	0.01%	181

Other funds holding HLI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Iron Horse Wealth Management's HLI Position: Q2 2025 in Review

Iron Horse Wealth Management held its Houlihan Lokey (HLI) position steady in Q2 2025 at 96 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #229.

Iron Horse Wealth Management first reported a position in HLI in Q3 2023 and has held it in 8 quarters since. 549 funds tracked by Wall St. Rank hold HLI as of Q2 2025.

Iron Horse Wealth Management held 96 shares of Houlihan Lokey worth $17.3K as of Q2 2025.
Iron Horse Wealth Management left its Houlihan Lokey share count unchanged in Q2 2025.
Houlihan Lokey made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #229 holding.
Iron Horse Wealth Management first reported a position in Houlihan Lokey in Q3 2023 and has held it in 8 quarters since.
549 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.