Kingsview Wealth Management’s Houlihan Lokey HLI Stock Holding History

Kingsview 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 Q4	–	Sell	-1,183	Closed	-$243K	–	1275
2025 Q3	$243K	Buy	+1,183	New	+$232K	﹤0.01%	1059
2023 Q2	–	Sell	-10,478	Closed	-$917K	–	935
2023 Q1	$917K	Buy	+10,478	New	+$986K	0.04%	431
2022 Q2	–	Sell	-13,266	Closed	-$1.16M	–	856
2022 Q1	$1.16M	Buy	13,266 +3,245	+32%	+$334K	0.05%	348
2021 Q4	$1.04M	Buy	+10,021	New	+$1.07M	0.04%	386

Other funds holding HLI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kingsview Wealth Management's HLI Position: Q4 2025 in Review

Kingsview Wealth Management sold out of Houlihan Lokey (HLI) in Q4 2025, closing a stake of 1,183 shares — an estimated $243K sold.

Kingsview Wealth Management first reported a position in HLI in Q4 2021 and held it in 4 quarters. The position peaked at $1.16M in Q1 2022. 576 funds tracked by Wall St. Rank hold HLI as of Q4 2025.

Kingsview Wealth Management reported no remaining Houlihan Lokey position as of Q4 2025 after selling out during the quarter.
Kingsview Wealth Management sold 1,183 Houlihan Lokey shares in Q4 2025, an estimated $243K.
Kingsview Wealth Management first reported a position in Houlihan Lokey in Q4 2021 and held it in 4 quarters.
Kingsview Wealth Management's Houlihan Lokey position peaked at $1.16M in Q1 2022.
576 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2025.

Based on Kingsview Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.