Lido Advisors
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Lido Advisors’s Houlihan Lokey HLI Stock Holding History

Lido Advisors’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
-1,207
Closed -$244K – 2024
2025
Q4 		$244K Buy
1,207
+126
+12% +$23.1K ﹤0.01% 1677
2025
Q3 		$222K Buy
+1,081
New +$212K ﹤0.01% 1637
2021
Q4 		– Sell
-5,520
Closed -$508K – 1016
2021
Q3 		$508K Sell
5,520
-1,325
-19% -$116K 0.01% 591
2021
Q2 		$560K Sell
6,845
-311
-4% -$22.5K 0.01% 514
2021
Q1 		$476K Sell
7,156
-394
-5% -$26.6K 0.01% 515
2020
Q4 		$507K Sell
7,550
-867
-10% -$56.2K 0.01% 475
2020
Q3 		$497K Buy
+8,417
New +$482K 0.01% 380

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

Lido Advisors's HLI Position: Q1 2026 in Review

Lido Advisors sold out of Houlihan Lokey (HLI) in Q1 2026, closing a stake of 1,207 shares — an estimated $244K sold.

Lido Advisors first reported a position in HLI in Q3 2020 and held it in 7 quarters. The position peaked at $560K in Q2 2021. 544 funds tracked by Wall St. Rank hold HLI as of Q1 2026.

  • Lido Advisors reported no remaining Houlihan Lokey position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 1,207 Houlihan Lokey shares in Q1 2026, an estimated $244K.
  • Lido Advisors first reported a position in Houlihan Lokey in Q3 2020 and held it in 7 quarters.
  • Lido Advisors's Houlihan Lokey position peaked at $560K in Q2 2021.
  • 544 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.