JRPIM
HLI icon

Journey Retirement Planning & Investment Management’s Houlihan Lokey HLI Stock Holding History

Journey Retirement Planning & Investment 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
2026
Q1 		– Sell
-1,413
Closed -$246K – 181
2025
Q4 		$246K Buy
+1,413
New +$259K 0.05% 221

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return

Journey Retirement Planning & Investment Management's HLI Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,413 shares — an estimated $246K sold.

Journey Retirement Planning & Investment Management first reported a position in HLI in Q4 2025 and held it in 1 quarter. The position peaked at $246K in Q4 2025. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 1,413 Houlihan Lokey shares in Q1 2026, an estimated $246K.
  • Journey Retirement Planning & Investment Management first reported a position in Houlihan Lokey in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Houlihan Lokey position peaked at $246K in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.